Albert Goodman Chartered Financial Planners

Independent Financial Adviser Unit 7, Regional Rural Business Centre, North Petherton, Bridgwater, Somerset, TA6 6DF
FCA verified
9th December 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 & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • SIPPs
    • Stakeholder
    • Wealth management
    • Ethical investments
    • ISA / Unit Trusts / OEICs
    • Investing for income
    • Investment trusts
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Accident & sickness
    • Critical illness
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group Pension/Stakeholder
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group private medical insurance
    • Long term care
Meet our advisers
adviser-person
Louise Osborne Dip PFS
Financial Consultant
adviser-person
Clive Weir APMI
Director
Where to find us

Unit 7, Regional Rural Business Centre, North Petherton, Bridgwater, Somerset, TA6 6DF

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

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