Response rating
9.0/10
FCA verified
11th December 2017

Albert Goodman Chartered Financial Planners

Independent Financial Adviser Albert Goodman Financial Planning Ltd, Mary Street House, Mary Street, Taunton, Taunton, TA1 3NW
First meeting at adviser's own cost
We can advise you on
    • Equity release
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Group pensions
    • Wealth management
    • Long term care
Meet our advisers
Jonathan Hill
Chartered Wealth Manager
Accreditations
Certified Financial Planner
Laura Howlett
Paul Holt
Louise Osborne FPFS
Chartered Financial Planner
Accreditations
Chartered Financial Planner Later Life Accredited Adviser
Where to find us
About us

We are the personal financial planning arm of Albert Goodman which is a major financial firm of Chartered Accountants. Our clients include private clients, businesses and trusts and we offer each one a truly independent, technically competent, personal service. Each of our Consultants is a General Practitioner but a number hold very advanced technical qualifications in various specialist areas. We are pleased to offer all prospective clients an initial exploratory meeting at no charge.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0

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