Innovative wealth management services

As specialists in wealth management, Goldsmith Invest utilises technology and research from Nobel Prize winning academics to create low cost global portfolios. 

By adopting this approach, we are able to significantly reduce our fees below industry standard rates; passing those savings onto you. 

With less financial industry fees to pay, you’re left with more funds to invest which, when compounded over time, can lead to greater returns.

Personal wealth management

At Goldsmith Invest, we believe in managing your money in a way that best suits your financial expectations, your needs and your lifestyle aspirations. That’s why we provide a personal one–to-one private wealth management service that responds to your unique needs. There is no one size fits all approach to the financial advice we provide you with.

Whatever your personal financial aspirations are, there is one prominent objective that unites investors the world over… and that is to achieve the greatest return on their investment, within the risk parameters they are prepared to take with their money.

Our lower than average industry fees leave you with more of your funds to invest.

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