As specialists in wealth management, Goldsmith Invest provide investment management services to individual investors and Trustees; working to meet our client’s individual financial objectives with a high quality service.

We follow an evidence based investment philosophy, supported by robust studies over many decades by Nobel Prize winning laureates. Our portfolios are based on a Global Market Capitalisation basis, using a blend of active management buy and hold strategies and retail passive indexed funds.

Get a second opinion on your current portfolio with a Second Opinion Report

Are you paying too much in industry fees? Do you know the impact this could be having on your portfolio?

Our Free Second Opinion Report is designed to help you get a better understanding of the real potential of your current portfolio.

Get a free report

Free eBooks written by Hannah Goldsmith

eBook

Free eBook

UNLOCK YOUR PENSION POTENTIAL

The financial decisions you make today will affect your future lifestyle. In this free eBook, renowned Independent Financial Advisor Hannah Goldsmith explores how you can retire faster by making a handful of careful investment decisions.

Get your eBook

Free eBook

9 RULES TO MAXIMISE YOUR RETIREMENT

The financial decisions you have made in the past have brought you to this point; any investment decisions you make now will affect your future. Learn how to maximise your retirement and bolster your pension with expert financial advisor Hannah Goldsmith’s 9 simple rules of investment.

Get your eBook
9 Rules eBook

My name is Marcus Cauchi. I run a Sandler Training franchise and met Hannah through golf (she beat me). I asked her for help to reduce our business tax burden and maximise our personal savings. Having been sold financial services badly in the past I was reticent to invest the time but Hannah was different. She asked excellent questions and listened for insight and understanding, uncovered some real problems that were costing our business tens of thousands and us personally many thousands annually as a family. She has helped us recover tax, plug gaps in our savings plans and protect the business in the event of either my wife or I falling sick or dying. She used what she learned to develop an effective lifestyle plan and what surprised me most was that she really understood us, our family situation and our ambitions, and communicated what we needed in a way that was non-technical and instantly understandable to someone like me who has a low boredom threshold and limited appetite to discuss financial matters. If you want an honest, no pressure financial advisor who doesn’t sell you anything you don’t need, who tailors her advice to meet your lifestyle choices and serves your best interests then give Hannah a call.

Marcus Cauchi, Sandler Business Consultant- Reading