The Goodman Partnership LLP

Independent Financial Adviser 7 Vale Avenue, Tunbridge Wells, Kent, TN1 1DJ
First meeting at adviser's own cost
Response rating
10 /10
FCA verified
19th August 2019
Established 1985, four Chartered Financial Planners providing independent advice; wealth management, retirement & later-life planning and employee benefit arrangements.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Capital gains tax
    • Estate planning
    • Income tax
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Neil Whitaker APFS
Later Life specialist
Accreditations
Later Life Accredited Adviser Chartered Financial Planner
Andy Kirk APFS
Retirement and Wealth Management specialist
Accreditations
Retirement advice standard Later Life Accredited Adviser Chartered Financial Planner
Andy Smith APFS; ACII
Retirement Planning specialist
Accreditations
Chartered Financial Planner
Graham Hubbard
Financial Planner
Accreditations
Chartered Financial Planner Certified Financial Planner
Graham Rose Dip PFS; ACII
Employee Benefits Consultant
What our clients say
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
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
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
Where to find us

7 Vale Avenue, Tunbridge Wells, Kent, TN1 1DJ

Make an enquiry
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

Advice methods
  • phoneButton
    Telephone
  • 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

Established in 1985 we are a Chartered Financial Planning firm directly authorised by the Financial Conduct Authority (FCA) and not members of a Network. We are truly independent and unrestricted in the retail investment products that we can recommend to our clients. Our four Partners wholly own the firm.

Our internal compliance processes are designed to provide our clients the reassurance that our advice and recommendations meet their objectives and requirements. All of our written recommendations are checked by a Partner before sending to our client to ensure consistency and suitability.

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