Our Story

The Story of Goodmans from start to present

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. He is an experienced financial planner, having worked within large accountancy and law firms as well as dedicated financial planning firms.

Greg acts for individuals, families, corporate clients, trustees and charitable organisations. He collaborates with other professionals, including lawyers and accountants, and understands that this is often the best way to solve complex issues and help his clients achieve their goals.

He particularly enjoys helping private investors to get their just rewards from a financial services industry which doesn’t seek to make this easy. Greg also has a special interest in social investment and philanthropy. He mentors young people through various charities using his experience to help to democratise finance and financial literacy.

Greg is a keen runner, senselessly optimistic Aston Villa supporter and enjoys reading, particularly novels and biographies when he is not spending quality time with his wife Michelle and their two daughters.

“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