Independent Financial Adviser
Marlow, Buckinghamshire
I’m an independent financial adviser with over 30 years of experience in Financial Services. For the past 25 years, I’ve been helping individuals, families, and businesses make confident financial decisions that truly support their goals and dreams.
I believe financial advice should be clear, simple, and free from jargon. My focus is on building and protecting your wealth while making sure you feel informed and in control every step of the way. Integrity and transparency aren’t just words to me—they’re the foundation of how I work.
Being independent means I’m not tied to any provider. I can search the whole market to find solutions that fit your unique circumstances, whether you’re planning for retirement, managing investments, or protecting what matters most.
I also run financial awareness workshops for charities, community groups, and businesses—helping to educate people and enable them to feel more confident about their finances.
I specialise in the following advice services:
Lifetime Financial Planning
Through the use of sophisticated cash flow modelling techniques and by applying various inflation, interest rate and growth assumption we can plan how to get you where you want to be. The use of cashflow modelling is becoming the cornerstone of effective lifetime planning.
Later Life & Estate Planning
We spend a lifetime building our wealth, so it’s important to find the most effective way to protect your assets, in order for you to pass them on to those you love as efficiently as possible.
Pension & Retirement Planning
When you think about the future, what does your retirement look like to you? An important question which we can help you answer.
Investment & Wealth Management
Creating, growing, and then maintaining wealth is key to successful financial planning and should be part of a longer-term investment strategy.
Wills & Power of Attorney
Making a Will is essential to ensuring that your wealth benefits those whom you choose and is not taken by taxation, unnecessary legal costs and beneficiaries chosen by the law.
Personal Protection
Talking about illness, disability or death is never an easy conversation to have but protecting against the unexpected will help with financial security and ensure your family can cope should the worst happen.
Equity Release
Equity release is a way for homeowners over the age of 55 to release value from their home in the form of cash without having to sell or move.
Business Protection Planning
The importance of business protection is often overlooked but is key to helping business owners plan for the unexpected.
Mortgage Planning
Securing the right mortgage can make the difference between a property that becomes a happy and secure family home and one that ends up as a financial burden.
Contact Steven Goode, your local adviser
We'll work with you to build a personal financial plan that's designed to help you achieve your individual ambitions.