Goodmans Financial Planning

Independent Financial Adviser 2 Fore Street, Totnes, Devon, TQ9 5DX
First meeting at adviser's own cost
Response rating
10/10
FCA verified
10th September 2018
We are fully independent, transparent and work only for the long term interests of our clients.
We can advise you on
    • Corporate pension
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Wealth management
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Lump sum
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
Jenny Ives FPFS
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Kevin Fancett
Independent Financial Planner
What our clients say
Finbarr, Thank you for your time last week and your much valued advice, you give us a great deal of confidence and comfort in the knowledge that our finances are in good hands.
Mr & Mrs Dennis, Torquay
Over the years Kevin has given me clarity and peace of mind. I enjoy our discussions each year, when he makes me think and focus on how to enjoy spending the money that will be no use to me, one day.
Mr D Mills, Tavistock
Where to find us

2 Fore Street, Totnes, Devon, TQ9 5DX

Contact us
About us

Goodmans are a firm of Financial Planners giving independent advice to individuals, business owners and trusts to help them manage their financial assets effectively. Our service revolves around a clear financial plan for each client ensuring that the investment, tax and contingency plans all work together to give our clients confidence, lifestyle and security. We operate three offices for the convenience of our clients in Totnes, Exeter and Plymouth, covering a significant portion of the South West.

Our services

We create financial plans for clients that bring assets to life, delivering confidence and clarity ensuring that the maximum lifestyle is squeezed from pensions and investments. Our portfolios are evidence based and carry charges lower than any available on the high street. We excel at managing risk and ensure that clients carry only the amount of risk they need.

Each client is supported by a team, including a highly qualified adviser, delivering in depth advice on aspects of financial planning including inheritance tax, trusts and pension drawdown.

We work with solicitors and accountants if legal and accounting advice is required.

Advice methods
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Compliance

Goodmans Financial Planning Ltd is Authorised and Regulated by the Financial Conduct Authority. Registered Office: 6 Drake Circus, Plymouth PL4 8AQ. Registered in England. Registered No 6892778

Similar advisers near you

Independent Financial Adviser 0.07 mi
Our passion is far-reaching and infectious. Everything we do is with you, your business and your loved ones.
 
Independent Financial Adviser 1.85 mi
Friendly, approachable, professional advice, in the comfort of your home or in our beautiful country offices, call for a chat.
 
Independent Financial Adviser 5.16 mi
Lifetime IFA is an independent financial advisory firm providing advice on a range of products including Mortgages, Investments & Pensions.
 
Independent Financial Adviser 5.18 mi
Independent Financial Advice at our high street office in Paignton town or the comfort of your own home