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, Bristol, the South Hams 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 Chartered 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 the South West 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
Having met stringent qualifying criteria, Goodmans are proud to carry the Corporate Chartered Status (CCS) which is awarded by the Chartered Insurance Institute (CII). This 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
Meet our Financial Planners
Andrew is a Director of Goodmans Financial Planning and has worked within financial services for over ten years looking after businesses, business owners and personal clients.Read more..
Finbarr is a Director of Goodmans and a Chartered Financial Planner, a Fellow of our professional institute and a Pensions Transfer Specialist.Read more..
Michelle, an Open University MBA graduate, is the Practice Manager at Goodmans Financial PlanningRead more..
With over 15 years of marketing and project management Babette enjoys building strategic partnerships and working with people from all vocations.Read more..
An expert in Later Life finance, Jenny joined us with over ten years of experience in financial services.Read more..
Greg is a Chartered Financial Planner, Fellow of the Personal Finance Society and Pension Transfer Specialist and joined Goodmans to head up our Bristol office.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..
Alison has worked in financial services for 11+ years, and has a wealth of experience supporting both individual and corporate clients.Read more..
Holly joined Goodmans as part of the Client Management team in April 2015, after moving to Plymouth from Cornwall, where she grew up.Read more..
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.Read more..
Yasmin is a driven organiser and problem solver with a track record of delivering results.Read more..
Daisy-May joined Goodmans in 2017 after completing her undergraduate studies in Nutrition at Plymouth University.Read more..
Client Manager Support
Rachel joined us in Spring 2018 from a retail and hospitality background and has quickly settled into the team.Read more..
Claire has over 12 years experience in banking and mortgages with RBS/Natwest and LloydsTSB. More recently Claire was a legally trained Special Needs and Disabilities Adviser supporting families in Torbay to achieve better lives for their children.Read more..
Sammie joined Goodmans in 2019 having previously worked for a dental practice. She and her family moved from Truro to Exeter in 2015 to be closer to relatives. With her personable and reliable manner she has quickly settled in.Read more..