The GoldCore Team


GoldCore uses a team approach to wealth management based upon the structure used by a Law Firm with lead planners, associate planners and para-planners. This means that each client has the benefit of the knowledge and experience of more than one adviser.

In financial planning, efficiently maintaining a relationship with a client is just as important as the initial meeting and advice process.  We therefore have a dedicated department who provide administration and research support to our team of financial advisers.

Our rapidly expanding team of specialists currently includes:

  • A qualified Solicitor (non-practicing)
  • Two CERTIFIED FINANCIAL PLANNERS
  • A member of the Society of Trust & Estate Practitioners

We are a wholly independent company and are not restricted in any of the funds, products or investments that we may use. If we feel that a fund or a product is the most appropriate then we will use it.

We are also privately owned. This means that no product providers have a financial interest in GoldCore Wealth Management and we are not obliged to favour one provider over another. We also refuse any of the money offered by product providers to financial services companies, which is often used towards marketing costs or, for example, helping to pay for conferences, training or events. We do not wish to build dependent relationships with product providers. We are in business to provide the best possible service to our clients, and our desire is to build strong relationships with them.

We believe that it is essential for those providing financial advice to have the necessary experience and technical knowledge in order to provide suitable advice for their clients. As the regulatory requirements to becoming a qualified financial adviser are surprisingly low, we demand a higher standard of knowledge and experience from all of our advisers. We are committed to raising the standards within the industry to meet and exceed those required by investors.

We commit to constantly increasing our professional knowledge and all GoldCore advisers are required to obtain the Certified Financial Planning qualification.