Tom Goold
International Financial Planning Advisor @Valiant Wealth
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WORK HISTORY
International Financial Planning Advisor @Valiant Wealth
Rome, IT
We believe that your geographical location should not be a barrier to receiving high quality financial advice that you can trust.We provide holistic and independent financial advice to international people across the world. We provide advice and guidance on all aspects of financial planning including pensions, QROPS, SIPPs, investments, tax efficient structuring, succession planning, life insurance, regular saving and property investment.Our advice is truly impartial and our remuneration and success is directly linked to the value we add for our clients. We place our clients well-being before our own meaning that our success can only follow as a natural consequence of our clients\' success.valiant-wealth.com
EDUCATION
Chartered Insurance Institute
R01 Financial Services, Regulations and Ethics, Diploma in Regulated Financial Planning (Level 4)
Financial Services Board (FSB)
First Level Regulatory Exam (RE5)
Chartered Insurance Institute
R02 Investment Principles and Risk, Diploma in Regulated Financial Planning (Level 4)
University of Cambridge
Level 7 - DELTA (Diploma in Teaching English to speakers of other languages), Education
The Chartered Institute for Securities & Investment (The CISI)
International Certificate in Wealth and Investment Management
European Financial Planning Association
EFPA European Investment Practioner (EIP), Financial Planning and Services
Cardiff University / Prifysgol Caerdydd
Bachelor of Arts - BA (Hons), Journalism, Film & Broadcasting
The Chartered Institute for Securities & Investment (The CISI)
Introduction to Securities and Investments (International), Finance
The Chartered Institute for Securities & Investment (The CISI)
Level Investment Advice Diploma: Investment, Risk and Taxation
The Chartered Institute for Securities & Investment (The CISI)
Level 4 - Investment Advice Diploma, Financial Planning and Services
ABOUT TOM GOOLD
Independent Financial Advisor Helping Expats Navigate Personal Financial Planning Who I HelpI specialize in advising expats, particularly: British nationals living abroad Expats in Italy UN professionals working worldwide What I DoI provide independent financial advice on: Wealth management, pensions, insurance and investments Tax-efficient solutions Retirement & cashflow forecasting Why Work With Me? Experience advising expats across the world Fee-based, independent advice Expertise in financial planning opportunities of working internationally Partnerships with UK IFAs We collaborate with UK IFAs to assist emigrating clients. Our fee-based model and approach is aligned with UK standards which provides continuity and quality for your clients. If you\'re a UK IFA with clients looking to leave the UK then get in touch. Stay InformedI share insights via LinkedIn newsletters, breaking down key financial topics for expats.
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