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
Finbarr is a Financial Planner at Goodmans and is both a Chartered Financial Planner and a Fellow of the Personal Finance Society.Read more..
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.Read more..
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.Read more..
An expert in Later Life finance, Jenny has joined us with over ten years of experience in financial services.Read more..
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.Read more..
We welcomed Laura to Goodmans in 2011, after she had completed her undergraduate studies in Law with Criminology at Keele University.Read more..
Daniel joined Goodmans in 2017 following a lengthy career with high street banks and national insurance companies, having self-studied for his diploma in Financial Planning and certificate in Mortgage Advice.Read more..
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.Read more..
Michelle, an Open University MBA graduate, is the Practice Manager at Goodmans Financial PlanningRead more..