Andrew Goulter — Financial Advisor in Leicester
About Andrew Goulter
Andrew Goulter is a Wealth Management Consultant at Mattioli Woods, where he specialises in bespoke pension, trust and succession planning. A firm believer that no client should ever be a "square peg in a round hole," he brings together the wider picture to design solutions tailored to each individual — and is happy to go the extra mile to get it right. He works closely with professionals such as accountants and solicitors on a reciprocal basis, acting as a trusted resource of expert financial planning advice for his professional network. Andrew first understood what money really meant when his parents separated when he was around ten. He worried the family wouldn't cope, but in reality they adjusted — a little more careful, a little more considered — and the experience taught him how closely money and emotional security are linked, giving him deep empathy for people making decisions under pressure. After graduating with an honours degree in Business Economics from the University of Leicester, he spent eleven years in the printing industry, ultimately running the family business as director and general manager. Through good years and difficult ones, he learned what it means to carry responsibility when cash flow is tight — that most problems don't have quick fixes, but require time, care, a clear plan and a realistic timetable. He joined Mattioli Woods in 2017 and focused on building strong, personal relationships with his clients. When the pandemic hit in 2020, that mattered: in the first two weeks he called every single client — around 170 calls — simply to ask whether they were okay and whether they needed anything. For Andrew, that presence is what the job is really about. One principle he returns to time and again is that cash flow is king; he believes comfort and sustainability often matter more than technical perfection, and that sometimes the right advice is to save a little less tax in exchange for peace of mind. Over time he has developed a particular passion for Inheritance Tax planning, which fascinates him precisely because it's rarely just about efficiency — it's about how people feel. He likens his role to that of a financial mechanic: he has a full toolbox, but the skill lies in using the right tool for the right problem, going on a journey with each client and stopping each year for a check-up to make sure everything is still running smoothly. Outside of work, Andrew is a family man and a lifelong Leicester Tigers supporter, as well as a self-described goth and metalhead.
Services
- Retirement planning
- IHT planning
- Sharia-compliant advice
- Mortgages
- Insurance
Specialisations
- Retirement Planning
- Inheritance Planning
Qualifications
Andrew holds a Diploma in Regulated Financial Planning from the Chartered Insurance Institute, together with the necessary Financial Conduct Authority authorisation to provide advice to clients directly. He holds an honours degree in Business Economics from the University of Leicester. He joined Mattioli Woods in 2017, training through hands-on pension and wealth management administration and alongside experienced consultants before qualifying to advise clients in his own right.
Fees
Andrew offers an initial consultation to understand each client's circumstances and objectives. He will then explain his fees clearly and transparently before any work begins, so clients always understand the cost of advice in advance. Fees may apply on an initial and ongoing basis depending on the services provided.
Regulation
Andrew Goulter is FCA-verified (firm: Mattioli Woods).
Frequently Asked Questions
Is Andrew Goulter a regulated financial advisor?
Yes. Andrew Goulter is FCA-verified and authorised under Mattioli Woods, meaning they are authorised and regulated by the Financial Conduct Authority to provide financial advice in the UK.
What financial services does Andrew Goulter offer?
Andrew Goulter offers Retirement planning, IHT planning, Sharia-compliant advice, Mortgages, Insurance.
Where is Andrew Goulter based?
Andrew Goulter is a financial advisor based in Leicester, serving the BB, BL, CA, CH, CW, FY, L, LA postal areas.
How does Andrew Goulter charge for financial advice?
Andrew offers an initial consultation to understand each client's circumstances and objectives. He will then explain his fees clearly and transparently before any work begins, so clients always understand the cost of advice in advance. Fees may apply on an initial and ongoing basis depending on the services provided.
What qualifications does Andrew Goulter hold?
Andrew holds a Diploma in Regulated Financial Planning from the Chartered Insurance Institute, together with the necessary Financial Conduct Authority authorisation to provide advice to clients directly. He holds an honours degree in Business Economics from the University of Leicester. He joined Mattioli Woods in 2017, training through hands-on pension and wealth management administration and alongside experienced consultants before qualifying to advise clients in his own right.
How do I book a meeting with Andrew Goulter?
You can book a free initial consultation with Andrew Goulter directly from their Trusted Advisor profile by selecting a time that suits you. There is no charge for the initial call.