Albert Goodman Chartered Financial Planners

Independent Lupins Business Centre, 1-3 Greenhill, Weymouth, Dorset, DT4 7SP
FCA verified
14th October 2019
Our philosophy is simple. We aim to contribute most to our clients’ success
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • 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
    • Commercial mortgages
    • Employee benefits
    • Group pensions
    • Long term care
Meet our advisers
adviser-person
Louise Osborne Dip PFS
Financial Consultant
adviser-person
Jonathan Hill CFP
Certified Financial Planner
Where to find us

Lupins Business Centre, 1-3 Greenhill, Weymouth, Dorset, DT4 7SP

About us

Adopting the core values of our parent business, Albert Goodman Chartered Financial Planners has the highest of standards. You will not find us grappling with the latest regulatory standards. That is because qualities like ethical, flexible and discretion are embedded in our client service. They always have been – right from the start.
Working alongside entrepreneurs, trustees, and private individuals, we are an independent organisation in every sense. It means we are free to explore your financial planning options, provide you with our fullest attention and deliver bespoke guidance. We believe the longevity of our client relationships, many spanning multiple generations

Advice methods
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0