Goodmans Financial Planning work closely with clients from across Devon & Cornwall.
Traditional Values
We value regular contact and a strong long-term relationship with clients, if this is something that you would value too please get in touch with us. We prefer to give you advice relating to a well thought out plan to meet your financial goals and objectives. However, we will advise and set up one-off arrangements for you if that is what you require. We offer services for a fee or commission, entirely to suit your requirements. We will never charge for your first meeting.
Fresh Ideas
All our clients have access to their own personal secure website where they can see details of their policies. Clients can view the value of their Investment Portfolios showing details of all the ISA, Pension, Bond and Unit Trust investments that they hold. The site also provides an encrypted mailbox to ensure that any confidential e-mail communication remains private.
For those clients with smartphones the portfolios can be viewed on Blackberry's, IPhones or a Google Android Phone. For IPad users there is also an app to give you access to your portfolio.