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Retirement Financial Planning

Get the retirement you want, when you want it

Financial planning that gets you where you want to be

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Make your retirement work for you

It can be daunting to plan a life beyond work. You might not know when or where to start, or how to make the most of what you’ve worked for over all those years. Getting it wrong could mean being unable to maintain your lifestyle, running out of money or even retiring too late to fully enjoy it.

That's where we come in.

At Goodmans, we believe everyone deserves to live their best years in retirement. With our financial planning, we’ve helped hundreds of people throughout the South West secure their financial future and retire with confidence on their own terms.

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Retirement planning experts

Retirement planning

A design for life

Retirement is a chance to have the lifestyle you always wanted. We'll help you map out what that looks like and how to get there on time… or even early.

Retirement advice

Straightforward advice

We make things simple and clear so you know exactly what’s going on and feel empowered to make the big decisions for the next stage of your life.

Financial planning

With you all the way

Our open-door policy means we’re always there for you, making sure your financial planning stays on track and does its job in helping you enjoy your retirement years.

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What our clients say

Chartered Financial Planners

Why we do what we do

We’re Chartered Financial Planners with over 25 years’ experience. But for us, our role is about more than just maximising your money. It’s about helping you define your purpose in retirement and empowering you to live your life to the full with financial peace of mind.

More on our approach

How to start looking forward to retirement

Financial situation


Book a no-obligation, free call with us so we can get to know you, your financial situation and your goals.

Working together


We work together to design and implement a plan to make sure your retirement works for you, not the other way around.

on track for retirement


You get to retire happy and on time. We’ll meet regularly to make sure everything’s on track for a retirement well spent.

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The retirement jigsaw: a 7-piece puzzle

Our free guide outlines seven key things you need to know to build a complete and fulfilled retirement.

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