Goodmans are a firm of Chartered 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 four offices for the convenience of our clients in Totnes, Exeter, Bristol, and Plymouth, covering a significant portion of the South West.
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.
2 Fore Street, Totnes, Devon, TQ9 5DX
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