Our Story

The Story of Goodmans from start to present

Goodmans was founded in 1995 and over the past 20 years our team of Financial Planners have delivered a trusted service to clients throughout Devon. With offices in Plymouth, Totnes and Exeter, we work with a small base of carefully selected clients where we feel we can deliver the most value to their financial plans.

When you choose Goodmans to work with you on your retirement plans, you will benefit from an experienced team of Financial Planners and Client Managers who are dedicated to looking after you and your future. We look after many clients who are working towards or enjoying a retired life in Devon and our approach and service is tailored towards your needs at this stage of your life.

Real financial planning isn’t about chasing exciting investments or tax loopholes; it’s about helping you create, and implement, a game plan to be able to comfortably enjoy some of the best years of your life without a fear for your future financial security.

Confidence in the advice you receive

Goodmans are Chartered Financial Planners, one of less than 400 firms in the UK to achieve Chartered Status. Awarded by the Chartered Insurance Institute (CII), the status recognises our commitment to the development of staff, to ethics and the overall quality of advice given. Click here for more information.

Find out how we can shape your retirement planning


Your team

Alison Torr

Head of Client Management

Alison has worked in financial services for 11+ years, and has a wealth of experience supporting both individual and corporate clients.

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Andrew Moore

Financial Planner

Andrew is a Director of Goodmans Financial Planning and has worked within financial services for the past ten years looking after businesses, business owners and personal clients.

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Daisy-May Elsen

Client Manager

Daisy-May joined Goodmans in 2017 after completing her undergraduate studies in Nutrition at Plymouth University. Daisy-May started in a support role but has quickly progressed and is now training to be a client manager whilst studying towards her first qualification in financial planning.

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Finbarr O'Reilly

Financial Planner

Finbarr is a Director of Goodmans and a Chartered Financial Planner, a Fellow of our professional institute and a Pensions Transfer Specialist.

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Holly Moody

Client Manager

Holly joined Goodmans as part of the Client Management team in April 2015, after moving to Plymouth from Cornwall, where she grew up.

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Jenny Ives

Financial Planner

An expert in Later Life finance, Jenny joined us with over ten years of experience in financial services.

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Kevin Fancett

Financial Planner

Kevin has been in financial services for more than 20 years. He is a member of the Chartered Insurance Institute and qualified to Diploma level.

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Laura Milroy

Client Manager

We welcomed Laura to Goodmans in 2011, after she had completed her undergraduate studies in Law with Criminology at Keele University.

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Lisa Hatcher

Client Manager

Lisa joined Goodmans in 2017 as part of the Client Management Team and although new to financial planning, she has over 20 years’ experience in financial services, including the high net worth sector.

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Michelle Glendinning

Practice Manager

Michelle, an Open University MBA graduate, is the Practice Manager at Goodmans Financial Planning

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Rachel Wade

Client Manager Support

Rachel is the latest recruit to the Goodmans team. Joining us from a retail and hospitality background, she is excited to gain more knowledge and settle into the team.

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Sam Capstick

Client Manager

In 2015, Sam moved from rural North Cornwall to Plymouth to pursue a career in financial services. After gaining experience with Capita Asset Services he joined Goodmans in August 2017 to work towards a career in financial planning.

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“Finbarr, thank you for your time last week and your much valued advice, you give us a great deal of confidence and comfort in the knowledge that our finances are in good hands, thank you.”


Mr & Mrs Dennis of Torbay