Investing for Growth or Income
Whether its investing a lump sum or saving on a regular basis it is important to look at all the options available. Goodmans offer advice on investment planning for new money or on existing portfolio's, helping you to achieve the most tax efficient growth or income on your capital.
Individual Savings Accounts
Unit Trusts and OEICS
Investment Bonds
Offshore Bonds
Portfolio Planning
Planning for a Comfortable Retirement
Goodmans work with many clients to help them achieve a comfortable retirement.
Advice on accumulation retirement funds using
ISA Portfolio's
Personal Pensions.
Self Invested Pensions.
Company Group Pension Schemes.
Alternative strategies such as Offshore Bonds and Venture Capital Trusts.
Investment advice for existing pension portfolio's.
Advice at retirement on
Annuity purchase
The use of income drawdown
Creating income from existing investment portfolio's
Protecting your Wealth and Family
How many people insure their car, their home contents, their cats and dogs and then forget to protect their own family? None of us like to think about death, illness or disability and it is easy to kid ourselves that it won't happen to us. Unfortunately we can't all be lucky but we can at least be prepared. Arranging cover to help your loved ones through a difficult time, or to ensure that they keep their home is prudent and it need not be expensive. Goodmans have access to all the insurance companies offering protection and can help you find the best deal.
Life Assurance to repay loans and mortgages.
Life Assurance to provide an income for your family.
Critical Illness cover to support you when you need it most.
Income Protection to ensure that your lifestyle continues if you are incapable of working.