About Us

We Believe Everyone Deserves a Future Free from Financial Worry

At GoTo Finance Ltd, we understand the deep-seated concerns that come with planning for your financial future. The feeling of uncertainty when saving for retirement, the overwhelming complexity of choosing the right pension or life cover, and the apprehension about securing your family’s well-being – these are feelings we know all too well. Our experience has taught us that behind every financial plan, there’s a story, a dream, and a set of fears unique to each individual. We’re here not just to offer financial solutions, but to guide and support you in writing your own financial success story.

With over 30 years of dedication and a track record of success we’ve navigated the intricate maze of financial planning for countless individuals and companies, providing them with tailored solutions that speak to their specific needs. From deciphering the complexities of financial products to crafting bespoke strategies for a secure retirement, our expertise is your resource. Our commitment is to turn your financial anxiety into a journey of empowerment and certainty.

As you embark on this journey with us, envision the peace of mind that comes with knowing your financial future is secure, the confidence of having a plan that grows with you, and the joy of realising your dreams, one step at a time. This is what we strive for with each client – a future defined not by financial worries, but by financial freedom.

Ready to take control of your financial future?

Satisfied clients and counting
Over 1
Assets Under Management
1
5-star reviews
1

Our Results Speak For Themselves

Recognised Expertise You Can Trust

Meet the Team!

Aengus Oates, Director Finanical Advisor GoTo Finance Ltd

Aengus Oates

Director & Senior Advisor

Tom Oates, Director GoTo Finance Ltd, Certified Financial Planner CFP

Tom Oates QFA SIA FPRA RPA

Director & Financial Planner

Patricia Farrell, GoTo Finance

Patricia Farrell

Head Administrator