Goodmans Financial Planning

Independent Financial Adviser  2 Fore Street, Totnes, Devon, TQ9 5DX
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FCA authorised
Last authorised 25th October 2021
We are Chartered Financial Planners, providing independent, transparent advice and work only for the long term interests of our clients.
We can advise you on
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Annuity purchase
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Defined benefit
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
Meet our advisers
Andrew Moore
Financial Planner
Sam Capstick
Financial Planner
David Martin
Financial Planner
Holly Moody
Financial Planner
Finbarr O'Reilly
Chartered Financial Planner
About us

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.

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.

Preferred clients
Minimum wealth (income/assets)
£251,000
Minimum pension value
£251,000
Minimum mortgage value
£0
Advice methods
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    Face to face

2 Fore Street, Totnes, Devon, TQ9 5DX

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