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Gaudium Associates Limited
       
 
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Gaudium Associates Limited
 
 
Overview: 

Gaudium Associates Limited was established by the merger of two long standing IFA practices. Our express aim was forming a multi-disciplinary practice in the new world of Financial Advice with offices throughout the UK starting in London and the South East. Our advice process is holistic, underpinned by an ethical approach in all matters.

Our service begins with a meeting to conduct a detailed assessment of the clients' current situation and we then discuss their objectives, incorporating a defined Risk assessment. As each client has unique requirements our recommendations are tailored accordingly. After agreement the next step is to implement our advice and monitor the results periodically on an agreed basis. Plans are amended as circumstances alter and as appropriate. Our renumeration is by fee or commission or a mixture of the two and is agreed after discussion with the client.

We currently offer a comprehensive financial planning service for a mixutre of Corporate and Private Clients throughout the UK on:
Financial Protection against Risk:
Life Assurance
Heath Insurance
Income Protection
Private Medical Insurance
General Insurance
Managing Cash & Borrowings:
Current Accounts
Deposit Accounts
Mortgages
Equity Release
Commercial Finance
Building & Preserving Capital:
Portfolio Management
Pensions & Retirement Planning
Annuity Purchase
Investments & Regular Savings
Trust & Estate Planning
Corporate Advice:
Employee Benefits
Shareholder & Partnership Protection
Key Man Cover
Commercial Finance
Commercial Banking


 
 
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