Wealth Management
To enhance our services offering, we have partnered with Credo. Credo is a wealth management business founded in London in 1998, with offices in the United Kingdom and South Africa, with current assets under custody of over £5bn. This partnership allows us to provide a complete wealth management and joined up tax solution for our clients.
A full range of wealth management solutions
Services
– Retirement Planning
– Estate Planning
– Tax-efficiency
– Mortgage Broking
– Protection
– Wealth Structuring
Products
– Share portfolios
– UCITs and ETFs
– Structured Notes
– Alternatives
Investments
– ISAs
– SIPPs
– Investment Accounts
– Wrappers (Onshore/Offshore)
– QROPs
Meet Credo
William Godsave
William is a Senior Financial Planner and has been helping clients with their personal finances for the last 12 years. He is responsible for developing the financial advice proposition within Credo, and provides advice on all aspects of wealth management, including pensions and retirement, investment planning, insurance provision.
He is a Chartered Financial Planner and completed the Chartered Tax Advisor (CTA) qualification with the CIOT.
Simon Weatherup
Simon joined Credo in April 2011. He spent the first two years in the Operations department supporting trade settlements. He then transitioned to the dealing desk, trading in a variety of assets classes including bonds, funds, foreign exchange, and equities. His focus on equities led to his appointment as Head of Equity Trading. In 2025, Simon moved into the Private Client team, where he now contributes to the management and development of the firm’s private client business.
If you would like further details please email info@t8accountancy.com
