WBW Chartered Financial Planners

Independent Financial Adviser Albert Goodman, Mary Street House, Mary Street, Somerset, Taunton, TA1 3NW
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
9th December 2019
Specialising in retirement, care fees and tax planning for clients in later life, Offices in Newton Abbot, Torquay, Launceston
We can advise you on
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & retirement planning
    • Pensions transfer
    • Equity release
    • Wealth management
    • Ethical investments
    • ISA / Unit Trusts / OEICs
    • Investing for income
    • Investment trusts
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Lump sum
    • National savings
    • Regular savings
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
Louise Osborne FPFS
Chartered Financial Planner
Accreditations
Chartered Financial Planner Later Life Accredited Adviser
Michael Seagrove APFS
Chartered Financial Planner
Accreditations
Chartered Financial Planner Later Life Accredited Adviser
Where to find us

Albert Goodman, Mary Street House, Mary Street, Somerset, Taunton, TA1 3NW

Make an enquiry
About us

Our company was established in 2009 and is wholly owned by WBW Solicitors LLP with offices in Newton Abbot, Exeter, Bovet Tracey,Torquay, Paignton and Launceston.

We are able to draw upon a team of Chartered & Certified Financial Planners with accreditation by the Society of Later Life Advisers (Solla) and the Society of Trust & Estate Practitioners). We are backed by an experienced and well qualified support team.

We start with your objectives and we aim to give you the best possible chance of achieving them. We maintain regular on-going contact with our clients.

Our services

We are a team of Chartered Financial Planners providing specialist financial planning and advisory services to clients in later life.

We help preserve and maintain your financial security for life, in particular where health deteriorates.

We aim to ensure, you understand investment risk and help maintain the real value of your money.

We have a range of specialist qualifications and experience in this area which includes independent accreditation by SOLLA (Society of Later Life Advisors).

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£50,000
Minimum mortgage value
£0

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