A tailor-made service for the discerning parents and carers of those with SEND
(Special Education Needs and Disability)
Award-winning Rhiannon was awarded the title ‘SJP Chartered Planner of the Year' 2023’ in January 2024 and recognised as Woman of the Year Vulnerable Client Care - Highly Commended at the 2024 Professional Adviser Awards
Industry voice Rhiannon has been featured in Investors Chronicle, FT Adviser, Professional Adviser and Citywire New Model Adviser
Expert The Founder and Chair of SENDA, the UK Alliance of Special Educational Needs and Disability Advisers. Rhiannon has provided training to financial advisers on the SENDA advice pathway through the Personal Finance Society, Society of Later Life Advisers and London Institute of Insurance
RHIANNON GOGH FPFS
Home office: Bristol
Works from: Bristol and London Knightsbridge
With more than two decades in the finance profession, Rhiannon has the knowledge and experience to deal with even the most complex of circumstances - not to mention the ability to explain it all without using overwhelming amounts of jargon. Her advice draws on her own experiences as mother to a profoundly autistic son.
Rhiannon specialises in advising the families of the vulnerable, the use of family trusts and the management of trustee investments. She creates tailormade Special Needs Plans for clients and their families, and co-ordinates the ‘team of professionals’, working with solicitors and professional deputies where needed.
She is a Chartered Financial Adviser, Fellow of the Personal Finance Society, holds the Certificate in Discretionary Fund Management and the Certificate in Long Term Care Insurance (CF8.) Outside of work, she is the Chair of Governors for a local authority special school.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
Trusts are not regulated by the Financial Conduct Authority.
If you would like to speak to one of Rhiannon’s clients directly to hear their own experiences, please contact Rhiannon.
“When it came to setting up the wills and trusts, she knew the hurdles that we were likely to face, the problems we might have and the options that were open to us. She didn’t dictate to us but gave us her considered thoughts and recommendations, which was really helpful.”