Professional financial advice in West Yorkshire

I’m an experienced Financial Adviser helping clients across the West Yorkshire area and beyond to create a more secure financial future. I specialise in providing high quality advice to both the general public and businesses.



John Goodwin MLIA DIP, DipFA

Wealth Adviser


I have enjoyed a successful career in financial services for over 30 years, working with both private and corporate clients and helping them to achieve their needs and goals.

I was proud to accept an opportunity to join Sovereign Wealth Private Clients, a Principal Partner Practice of St. James’s Place Wealth Management. The prestigious nature of a top FTSE 100 company connected with its reputation will allow me to continue to meet more of my clients’ needs by offering a wider range of wealth management products.

I have worked with many prestigious companies within the UK including Eagle Star, Aviva and Legal and General and in the last 8 years with the Halifax as a Senior Adviser and Consultant. During this time I have always kept my knowledge and skills up to date in an ever changing financial world where legislation can sometimes become complicated and confusing to the general public.

retired couple look back on their financial choices borderless


A plan to achieve your goals

I take great pride in giving face to face advice in a jargon free way that enables my clients to make their decisions knowing that they understand the courses of action being taken.

Many financial institutions feel that the need for face to face advice has no future but I find that the desire for a client to have access to a friendly face has never been greater. This is borne out by the number of referrals I receive from my existing clients.

Many financial service providers in the UK work on the proviso that their job is done when completing business with a client but I am proud to say that I take this as the beginning of a client relationship, not the end.

My clients will have the comfort of knowing that I am always available for their needs as well as having regular reviews to ensure that any advice taken is still relevant.

 As well as my own experience and knowledge, I can call on any number of specialists either within St. James’s Place Wealth Management or from a carefully selected number of industry experts.
 This also comes with the complete peace of mind, of the St. James’s Place Wealth Management advice GUARANTEE.

I very much look forward to explaining how I can help you individually and welcome you to get in touch.

St. James’s Place guarantees the suitability of the advice given by members of the St. James’s Place Partnership when recommending any of the wealth management products and services available from companies in the Group, more details of which are set out on the Group’s website at


Powering your future

It isn’t the amount of wealth that matters most, it’s what you do with it that counts.

With our help, your wealth becomes the fuel that powers your future – a means of enjoying the life you want and looking after those you love. Whatever your goals and wherever you are in life, we build a financial plan that’s fit for the weeks, months and years ahead.

Effective planning to create the future you want.

What will your future be like? It can be easy to think of the future as being unknowable, but planning ahead can smooth out many of the uncertainties and help your goals and aspirations become reality. When we work with you, we always encourage you to consider the future you want – and then we help make it happen.

Planning helps you…

  • Identify goals and aspirations
  • Make important decisions today
  • Look after those you love
  • Look forward to the future with confidence

A sound investment in your future.

Investing for the future is fundamental to most people’s financial plans, but understanding how, why and what to invest in requires specialist expertise. We understand that your ideal investment strategy depends on many factors, but by getting to know your reasons for investing and your attitude to risk, we can give you the comprehensive advice you need.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

Our investment planning helps you…

  • Understand your investment options
  • Spread your investments across the most appropriate assets
  • Make the right choices for you and your family
  • Build a balanced, diversified investment solution

Preparing for a richer retirement.

Most people like to look ahead to an enjoyable retirement. For many, it represents the stage of life that will give them time and space to pursue their personal passions. But it takes planning to achieve the retirement you want, and not everyone has the foresight to make the right choices today.

Retirement planning helps you…

  • Prepare for the future you want
  • Optimise your financial arrangements today
  • Plan for life’s ups and downs
  • Look forward to retirement with confidence

Protection for you and your loved ones.

We can’t see into the future, but we can help you plan for events that might happen and that could have a major impact on you, your family and your wealth. By understanding your situation in detail, we can help protect you from life’s many storms, both minor and major.

Protection planning helps you…

  • Prepare for life’s uncertain events
  • Protect your wealth from excessive tax liabilities
  • Shield your income from the impact of illness
  • Protect your loved ones if anything happens to you

Although you may have firm ideas about who will benefit from your wealth in the event of your death, making sure your intentions are carried out smoothly can be complex.

All kinds of events can end up knocking your plans off course, and it takes expert advice to make sure your wealth is protected for future generations.

Our team guides you through the process of planning the legacy you will one day leave behind. We consider the effects of inheritance tax and the possibility of unexpected events, making sure your wealth is retained and protected for those you love.

The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.

Legacy Planning helps you…

  • Make sure your wealth is passed on in the way you want
  • Minimise inheritance tax and capital gains tax
  • Create a legacy that passes to multiple generations
  • Protect your estate and assets

A firm financial footing for your business.

Running a business is hard work and it’s important to ensure your hard work is creating financial security. You and your employees all rely on your business, and taking steps to secure its financial future is all part of being successful at what you do.

Financial planning for your business helps you…

  • Secure your business’s financial future
  • Look after your finances and those of your employees
  • Build a stronger, healthier business
  • Feel confident that your business is well prepared for success

Get in touch

You can call me direct on 07791 866 058 or email me here.


John Goodwin is a member of Sovereign Wealth Limited.

Find out more about Sovereign at our corporate site.