Here's are our latest news and insights

Transferring a pension takes time – preparation is key

Transferring out of a defined benefit company pension is not suitable for many people but it can be highly beneficial for some. Goodmans Financial Planning has helped many such clients achieve their retirement dreams – often much earlier than expected – by transferring, where suitable.

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Goodmans Client Lunch

3 May 2019 at Dartington Hall, Totnes

We had a wonderful lunch at the historic Dartington Hall for our clients, a chance for us to come together and enjoy great food, wine and conversation. We were all inspired and enthralled by our guest speaker, Debra Searle MVO, MBE who spoke to us about her experience rowing solo across the Atlantic. After hearing about choosing the right attitude to life and work, we had much to talk about over lunch. Thank you to our clients that came to spend a truly enjoyable day with us. We hope you enjoy the photographs.

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Nut, Nuts, Nuts! Will you have enough to see you through?

Andrew Moore, Managing Director and Independent Financial Planner, explores the issue of running out of money in retirement

Squirrels have a simple strategy for the winter months. Collect all the nuts in the autumn, hide them and then try to remember where they put the nuts when they are hungry. They have an inbuilt urge to bury as many as they can, and usually have enough to see them through. It is pretty similar to most people’s retirement strategy. We build up all our assets in our 40s, 50s and 60s, i.e. the late summer and early autumn of our lives, and hope we have enough to see us through the winter.

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Goodmans financial planning qualification success

A team that aims high

It’s been a month of achievements here at Goodman’s. Not only have our client managers been busy ensuring all work behind the scenes is running smoothly for our clients but they have also been studying hard for their exams.

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Lunch and investment psychology

Savvy investors were recently given a thought-provoking insight into financial decision making and how individuals react to market changes, good and bad, at the Goodmans annual client lunch.

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Acting as an attorney or trustee? Read on...

Attorneys are often not aware of the full scope of their duties and powers; or the restrictions and guidance they are required to adhere to as laid down in the lasting power of attorney (LPA).

You may have already been thwarted in your attempts to carry out your duties as attorney, when dealing with banks and insurance companies. While the intention is to allow you to act on behalf of another due to their incapacity (mental or physical), there is undeniably much confusion around operating and implementing the power of attorney.

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Investment in quality pays dividends for Goodmans

Goodmans has received top marks for the services it offers in a mystery shopper survey conducted by leading industry publication FT Adviser recently; one of the few practices across the UK to be awarded a maximum score by the mystery shopper.

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Bringing clients together for our annual lunch celebration

We recently held our annual lunch event at the historic Duke of Cornwall Hotel in Plymouth and it proved a great opportunity to thank our existing clients and give them a chance to meet and chat with the fund managers that actually manage their money. The lunch provided a great medium to show our clients how Goodmans works as financial planners to protect and enhance their lifestyles and finances in an unpredictable global marketplace.

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