Goodmans Financial Planning

Independent Financial Adviser 1st Floor, Broadwalk House, Southernhay West, Exeter, Devon, EX1 1TS
First meeting at adviser's own cost
Response rating
10/10
FCA verified
13th May 2019
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
    • Buildings and contents
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Long term care
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
Finbarr O'Reilly
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Where to find us

1st Floor, Broadwalk House, Southernhay West, Exeter, Devon, EX1 1TS

Make an enquiry
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 Exeter, Plymouth and Totnes, 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
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

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