Albert Goodman Chartered Financial Planners

Independent Albert Goodman Financial Planning Ltd, Mary Street House, Mary Street, Taunton, Taunton, TA1 3NW
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
14th October 2019
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Equity release
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Group pensions
    • Long term care
Meet our advisers
Louise Osborne FPFS
Chartered Financial Planner
Accreditations
Chartered Financial Planner Later Life Accredited Adviser
Jonathan Hill
Chartered Wealth Manager
Accreditations
Certified Financial Planner
Paul Holt
Laura Howlett
Where to find us

Albert Goodman Financial Planning Ltd, Mary Street House, Mary Street, Taunton, Taunton, TA1 3NW

Make an enquiry
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