Albert Goodman Chartered Financial Planners

Independent Financial Adviser Unit 7, Regional Rural Business Centre, North Petherton, Bridgwater, Somerset, TA6 6DF
FCA verified
19th August 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
    • Accident & sickness
    • Critical illness
    • 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
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
  • icons
    Face to face
  • mouse
    Online (Live chat, video, email)
  • phoneButton
    Telephone
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0

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Our Chartered status is a reflection of the quality of independent financial advice we provide.