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Our
Team

Find out about our professional and experienced team and who they are, how they can help you.
Director / Advisor

Ajit Shah

Ajit has been an Director / Advisor since 1994 and has worked in the Financial Services Industry for over 30 years.

He started managing Duke Godley Financial Planning Ltd in 2004, and built a Financial Advisory firm that provides a Holistic Financial Planning. Ajit advises on Investment and Retirement planning and specialises in later life planning.

Ajit is an Associate of the Chartered Insurance Institute and a holder of the Diploma in Financial Planning. He also trained as an accountant and is involved in a children’s charity providing voluntary work.

He has a caring attitude and helps clients through various life changing events such as losing a partner or client effected by critical illness and helping them manage the wealth to help ensure a healthy financial future. He also acts as a pension trustee, with a particular interest in investment strategy.

Away from taking care of business and clients, he enjoys spending time with his family, loves playing cards and reading books. He is an Arsenal supporter and a keen cricket follower. He can communicate well both in English and Gujarati with clients.

MA (CANTAB) FCA CTA

Vipool Shah

Vipool has been an accounting and tax leader for over 35 years. After reading economics at Queens’ College Cambridge he began his career qualifying as a chartered accountant with Grant Thornton. He has been focusing on advising private clients, SMEs and family companies on a range of financial and tax matters.

Vipool has close association with business in India. He is a former director of India Value Investments Limited and has co-authored a book Inward and Outward Investment: India and the UK.

He was also a member of an NHS Health Authority for four years, served as a school governor for eight years, and has been involved in several charities over the years.

Specialisms

Tax planning for high net worth individuals
Succession planning for owner managed businesses
Residency and non-domiciliary taxation
Trust, estate and inheritance tax planning
Property taxation
HMRC enquiries and investigations

Protection Adviser and Paraplanner

Shital Gohil

Shital joined Duke Godley Financial Planning Ltd in 2000, bringing with her a strong background in the Financial Services industry dating back to 1993. Since qualifying as a Protection Adviser in 2002, she has developed a wealth of experience advising on a range of protection solutions, including life cover, company group life, and corporate protection schemes.

In addition to her client advisory role, Shital plays a vital part in the firm’s compliance and client research functions, ensuring tailored solutions that reflect each client’s specific needs. She was actively involved in the rollout of Auto Enrolment in 2012 and continues to manage a number of workplace pension schemes for businesses with 10 to 500 employees.

Often the first point of contact for clients, Shital also oversees the administration and implementation of client portfolios. She supports the firm’s Directors and Investment Advisers as a Paraplanner, contributing to the effective management of client relationships and investments.

Outside of work, Shital is a passionate runner and trekker who frequently participates in UK and international charity events. Her achievements include the London Marathon, various half marathons, 100km ultra challenges and treks to Mount Kenya, Stok Kangri, Mt Kilimanjaro and Everest Base Camp. Most recently, she successfully completed the National Three Peaks Challenge within 24 hours.

A true social bee, Shital enjoys cooking, entertaining, and spending time with her family and friends. Known for her hospitality and energy, she brings the same enthusiasm to her personal life as she does to her professional role.

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Rupen Shah

Rupen has been in the financial services industry for over 20 years, elping clients make confident decisions about their future. As a qualified financial adviser, he supports individuals and families through regular meetings, cash flow planning, and objective reviews—always with the goal of aligning financial strategies with what truly matters to them.

He’s always looking for ways to improve the client experience, especially through the use of technology that makes planning more accessible, clear, and personal.

What Rupen enjoys most about his work is building strong, long-term relationships—not just with clients, but often with their wider families too. He’s passionate about intergenerational planning and believes in helping families create and protect wealth across generations.

Outside of work, Rupen values spending quality time with his wife and their beloved nieces and nephews. Family is incredibly important to him. He also enjoys travelling, cycling, and keeping active through various sports.

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