We believe everyone should live their best years in retirement.
Goodmans has been serving the South West with financial planning, investment and pensions advice for 30 years. With offices in Plymouth, Exeter and Bristol, we’ve helped hundreds of people enjoy financial security and retire with confidence.
For us, financial planning isn’t about fancy investments or tax loopholes – it’s about enabling you to look forward to the future and pursue your passions without financial worries.
Think of us as a financial ‘architect’. You come to us with ‘bricks’ and ‘steel’ in the form of pensions, savings and property and we work with you to understand what kind of retirement you can build.
- When can I retire?
It may be sooner than you think, especially if you’ve had a long career with final salary pension benefits.
- Can I fund the lifestyle I want?
We’ll work out how much you need to enjoy your ideal retirement and how you can invest to make it work.
- Will my money last?
We’ll help you plan what you can spend to make the most of the earlier, active retirement years without jeopardising your future security.
- What do I do with my pensions?
We’ll outline the pros and cons of options like flexible drawdown, annuities and transferring, so you can make an informed and confident decision.
As a Chartered Financial Planning firm, including Pension Transfer Specialists, a Chartered Accountant, Paraplanners and client service specialists, our team are highly qualified experts in the field.
Our values underpin everything we do:
• Client experience is everything – it’s our mission to help clients to lead the lives they want and deserve.
• Long-term relationships matter – many of our clients have been with us for years and years.
• Optimistic growth mentality – we look forward to the future with confidence and enthusiasm.
• All rowing in the same direction – staff and clients alike, we’re here to support each other in leading our best lives.
Company Details
- Employees
- 16
- Founded
- -
- Address
- 6 Drake Circus, Plymouth,devon Pl4 8aq,united Kingdom
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- goodmansfp.co.uk
- Keywords
- Financial Planning, Investment Advice, Estate Planning, Trust Investments, Pensions, Evidence Based Investment, Retirement Planning, Final Salary Transfers, Drawdown.
- HQ
- Plymouth, Devon
Goodmans Financial Planning Ltd Questions
Goodmans Financial Planning Ltd's website is goodmansfp.co.uk
Goodmans Financial Planning Ltd's LinkedIn profile is https://uk.linkedin.com/company/goodmansfp
Goodmans Financial Planning Ltd has
16 employees.
View email and phone details for 16
employees at Goodmans Financial Planning Ltd.
Goodmans Financial Planning Ltd's industry is
Financial Services
Goodmans Financial Planning Ltd's top competitors are
Ningi,
Henwood Court Financial Planning Limited,
Brooks Adroit,
Mercury Wealth Management,
Wingate Financial Planning,
Paradigm Norton Financial Planning,
Lucent Financial Planning,
Magenta Financial Planning,
Quilter Cheviot - Financial Planning,
Smith & Pinching.
Goodmans Financial Planning Ltd's categories are Financial Services
Goodmans Financial Planning Ltd's founding year is 1995
