Here's are our latest news and insights

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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I, for one, welcome our new robot overlords

Greg Moss, Chartered Financial Planner, discusses the rise of technology in the financial industry

You can’t pick up an industry publication without being told professional services are in their death throes and that millennials – in those brief gaps between eating smashed avocados and killing the napkin industry – are barricading themselves in their bedrooms against waves of attacks by sinister men in charcoal suits representing traditional advice channels.

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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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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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Cashflow planning when approaching retirement

Andrew Moore, the director of leading South West Financial Planning Firm, Goodmans, has been talking about cashflow planning in retirement in industry go-to publication, New Model Adviser.

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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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Later life advice - expert Jenny Ives can help

Anyone thinking about, or on the cusp of retiring will be given ‘permission’ to enjoy their life and their savings in later years by Goodmans’ senior financial planner, Jenny Ives, who joined the team to specialise in ‘later life’ advice.

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

Jenny Ives, Senior Financial Planner and our expert in Later Life finance, unlocks some of the complexities experienced by those given the weighty responsibility of power of attorney

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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What do state pension changes mean for me?

Jenny Ives, Senior Financial Planner and our expert in Later Life finance, looks at changes in the State Pension and how you can improve your own ‘pot’

The latest round of state pension changes were implemented on 6 April 2016 and this October the Department of Works and Pensions (DWP) launched another consultation on state pension age, which is set to run to the end of the year. Its purpose is to ensure the state pension age ‘remains affordable and fair for all’.

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