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, 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


Your team

Andrew Moore

Financial Planner

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.

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Finbarr O'Reilly

Financial Planner

Finbarr is a Director of Goodmans and a Chartered Financial Planner, a Fellow of our professional institute and a Pensions Transfer Specialist.

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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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Babette Hughes

Marketing Manager

With over 15 years of marketing and project management Babette enjoys building strategic partnerships and working with people from all vocations.

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Jenny Ives - Financial Planner

Jenny Ives

Financial Planner

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

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Greg Moss

Financial Planner

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.

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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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Laura Milroy - Goodmans Client Manager

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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Alison Torr

Client Manager

Alison has worked in financial services for 11+ years, and has a wealth of experience supporting both individual and corporate clients.

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Holly Moody - Goodmans Client Manager

Holly Moody

Client Manager

Holly joined Goodmans as part of the Client Management team in April 2015, after moving to Plymouth from Cornwall, where she grew up.

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Sam Capstick - Goodmans Client Manager

Sam Capstick

Client Manager

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.

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Yasmin Newall

Finance Assistant 


Yasmin is a driven organiser and problem solver with a track record of delivering results. 

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Daisy-May Elsen - Goodmans Financial Planning Client Manager

Daisy-May Elsen

Client Manager

Daisy-May joined Goodmans in 2017 after completing her undergraduate studies in Nutrition at Plymouth University.

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Rachel Wade - Goodmans Client Manager Support

Rachel Wade

Client Manager Support

Rachel joined us in Spring 2018 from a retail and hospitality background and has quickly settled into the team.

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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