Goodmans was founded in 1995 and over the past 20 years our team of Financial Planners have delivered a trusted service to clients throughout Devon. With offices in Plymouth, Bristol, the South Hams and Exeter, we work with a small base of carefully selected clients where we feel we can deliver the most value to their financial plans.
When you choose Goodmans to work with you on your retirement plans, you will benefit from an experienced team of Chartered Financial Planners and Client Managers who are dedicated to looking after you and your future. We look after many clients who are working towards or enjoying a retired life in the South West and our approach and service is tailored towards your needs at this stage of your life.
Real financial planning isn’t about chasing exciting investments or tax loopholes; it’s about helping you create, and implement, a game plan to be able to comfortably enjoy some of the best years of your life without a fear for your future financial security.
Confidence in the advice you receive
Having met stringent qualifying criteria, Goodmans are proud to carry the Corporate Chartered Status (CCS) which is awarded by the Chartered Insurance Institute (CII). This status recognises our commitment to the development of staff, to ethics and the overall quality of advice given. Click here for more information.
Find out how we can shape your retirement planning
Meet our Financial Planners
Andrew is a Director of Goodmans Financial Planning and has worked within financial services for over ten years looking after businesses, business owners and personal clients.Read more..
Finbarr is a Director of Goodmans and a Chartered Financial Planner, a Fellow of our professional institute and a Pensions Transfer Specialist.Read more..
David joined Goodmans as a Financial Planner in October 2019 with 6 years’ experience of working within financial services, after spending 5 years as a teacher in Switzerland and Italy, where he met his wife Daniela.Read more..
Holly is a senior member of Goodmans Financial Planning and is head of the Plymouth office. With over 5 years specialising in financial services and a strong background in accountancy and property services, Holly is making her mark in client centred financial planning.Read more..
Sam started in the financial industry 5 years ago and joined Goodmans in 2017 to carve his career in financial planning. Sam pairs an assemblage of skills in finance, pensions and investments with a strong desire to provide excellent service and achieve best possible outcomes for clients.Read more..