The Goodman Partnership LLP

Independent Financial Adviser  7 Vale Avenue, Tunbridge wells, Kent, TN1 1DJ
First meeting at adviser's own cost
Established 1985, four Chartered Financial Planners providing independent advice; wealth management, retirement & later-life planning and employee benefit arrangements.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Corporate pension
check
Employee benefits
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
check
Long term care
Response rating
9.0/10
check
FCA authorised
Last authorised 18th May 2020
Meet our advisers
Andy Kirk APFS
Retirement and Wealth Management specialist

Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.

This examination assessed knowledge and understanding of income generating options and applying the knowledge to retirement planning situations.

This examination assessed knowledge and understanding of the range of investments available for planning of pensions and to be able to apply the construction of a pension portfolio management for a client.

This examination assessed the knowledge and understanding of economic factors that affect risk from different investments, product features and regulatory framework of retail investments, taxation liabilities and portfolio planning.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

At the end of this unit, candidates should be able to demonstrate an understanding of: how the economic environment and individual company performance affects investment performance and investment decision making; how risk is measured and managed; the main principles governing how to construct an investment portfolio; the range of investment management services, how their performance is evaluated and their regulatory environment.

Accreditations
Chartered Financial Planner Later Life Accredited Adviser Retirement advice standard
Graham Hubbard
Financial Planner
Graham Rose Dip PFS; ACII
Employee Benefits Consultant

This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Associate members are those who have gone on to secure more advanced qualifications by completing the Advanced Diploma in Insurance or its predecessor the Associateship. This shows a commitment to continuous professional development.

This examination assessed knowledge and understanding of income generating options and applying the knowledge to retirement planning situations.

Andy Smith APFS; ACII
Retirement Planning specialist

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

Associate members are those who have gone on to secure more advanced qualifications by completing the Advanced Diploma in Insurance or its predecessor the Associateship. This shows a commitment to continuous professional development.

This qualification assessed a knowledge and understanding of portfolio investment management.

This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.

This examination assessed knowledge and understanding of income generating options and applying the knowledge to retirement planning situations.

This examination assessed knowledge and understanding of the range of investments available for planning of pensions and to be able to apply the construction of a pension portfolio management for a client.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

Accreditations
Chartered Financial Planner
Neil Whitaker APFS
Later Life specialist

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

This qualification assessed a knowledge and understanding of portfolio investment management.

This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.

This examination assessed knowledge and understanding of income generating options and applying the knowledge to retirement planning situations.

This examination assessed knowledge and understanding of the range of investments available for planning of pensions and to be able to apply the construction of a pension portfolio management for a client.

This examination assessed the knowledge and understanding of economic factors that affect risk from different investments, product features and regulatory framework of retail investments, taxation liabilities and portfolio planning.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

Accreditations
Chartered Financial Planner Later Life Accredited Adviser
What our clients say
It is very much appreciated your helpful advice on our investments particularly when the market is so adverse to savers.
Mr W & Mrs J L, Buxted, East Sussex
Can I take this opportunity to thank you for your help and advice re. my pension and the various options available to me. Also a thank you to your colleagues who have dealt with the administration involved. The help & guidance I have received has been first class and invaluable.
S A H, Rochford, Essex
Thank you so much for a really helpful and reassuring session yesterday. Looking back, we owe you so much in terms of security and peace of mind, compared with if we had battled on alone!
C A E, Hastings, East Sussex
About us

Founded over 30 years ago and Chartered since 2007 our core service is Wealth Management. We are truly independent and the firm is wholly owned by the Partners. We charged fees for our advice and services long before it became a regulatory requirement because we thought it was the fairest approach and it helped to demonstrate our commitment to providing independent advice.

Our five experienced advisers are highly qualified and experienced; the Partners and the Firm have achieved Chartered status. We are authorised to advise in technical areas such as long term care, retirement options and pension transfers.

Each adviser has the relevant qualifications in their specialist area of expertise - Retirement Options, Wealth Management for individuals and Trusts, Care Fees planning or Employee Benefits (including Workplace Pensions).

Most clients come to us on the recommendation of a friend, colleague or professional adviser. We like to think that we are recommended because of what we do, how we do it and the results we achieve.

Our office has visitor parking available and is a 5 minute walk from the railway station.

Our services

At retirement planning - decisions made will influence your financial well-being for the rest of your life so specialist advice is essential.

Wealth Management - guiding you through the investment process, clarifying objectives and designing a portfolio that balances risk with reward whilst minimising the impact of taxes.

Advice on funding care fees - for your family, friends or where you're making plans as an Attorney or Deputy we'll advise you on the best ways to meet long term care fees.

Employee benefit schemes for SMEs - advising employers about their Workplace Pension responsibilities and other life, medical & income

Where to find us
Head office address: 7 Vale Avenue, Tunbridge Wells, Kent, TN1 1DJ
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Response rating
9.0/10
check
FCA authorised
Last authorised 18th May 2020

Similar advisers near you

Independent Financial Adviser 0 mi
We offer an independent, personal level of service delivering the highest standards of client care and advice.
 
Independent Financial Adviser 0.07 mi
Panoramic is open as usual and although we are limiting face to face meetings, we are as always, on the end of the phone for everyone and anyone that needs to talk about anything.
 
Independent Financial Adviser 0.1 mi
Your long term wealth is our prime concern. We believe a global perspective on your investments can reduce long-term deterioration of your wealth.
 
Restricted - whole of market 0.19 mi
Quality advice since 1989.