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 and Totnes, 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

Finbarr O'Reilly

Financial Planner

Finbarr is a Financial Planner at Goodmans and is both a Chartered Financial Planner and a Fellow of the Personal Finance Society.

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Andrew Moore

Financial Planner

Andrew is a Financial Planner at Goodmans and has worked within financial services for the past 10 years looking after businesses, business owners and personal clients.

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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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Jenny Ives

Financial Planner

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

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Alison Torr

Head of Client Management

Alison has worked in financial services for 11+ years, and has a wealth of experience supporting clients with their investments and pensions.

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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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Holly Moody

Client Manager

Holly joined us in April 2015 after moving to Plymouth from Cornwall where she grew up. She has settled well into a career with Goodmans and is currently working towards her Diploma in Financial Services.

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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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“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