FCA verified
24th July 2017

Albert Goodman Chartered Financial Planners

Independent Financial Adviser Unit 7, Regional Rural Business Centre, North Petherton, Bridgwater, Somerset, TA6 6DF
Our philosophy is simple. We aim to contribute most to our clients’ success
We can advise you on
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Critical illness
    • Life insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
adviser-person
Louise Osborne Dip PFS
Financial Consultant
adviser-person
Clive Weir APMI
Director
Where to find us
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

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

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