The Goodmans app is here!

Goodmans clients can now track their investments, share documents and contact their advice team securely on the go, thanks to our brand new mobile app.

Goodmans in your pocket

After lots of behind-the-scenes work with our back office partner, Plannr, we’re delighted to launch the Goodmans Financial Planning app for smartphones and tablet devices. This is a big milestone, reflecting our ongoing commitment to innovation, security and delivering the best possible client experience.

While we already offer a web-based client portal, the app makes it even easier for Goodmans clients to check their accounts, share documents and get in touch with us securely – anytime, anywhere. 

Benefits at a glance

•    Convenience 

Many of us have our phones with us all the time, so it makes sense to have your financial plan in your pocket too. The app provides a secure and direct way for Goodmans clients to view and manage investments in one place and contact us on the go. 

•    Security

This is a big one. Email is often the weakest link when it comes to security, which makes it a common target for scammers and cybercriminals. Both the Goodmans client portal and mobile app are fully encrypted, providing a much safer way to communicate and share information. No more worrying about messages being intercepted, lost in spam folders, or important documents going missing.

•    Ease

The app replaces logins for client investment platforms with one dashboard. It also makes managing fiddly paperwork much simpler. Uploading documents, for example, is now as easy as taking a photo and tapping send.

•    Visibility

Goodmans clients get a clearer view of all the assets under management for them and their family, giving more control over their finances. 

An extra connection

The Goodmans app won’t replace face-to-face advice, as personal relationships and conversations will always be at the heart of what we do. The app simply helps make admin and everyday tasks quicker, safer and simpler, for clients and for our team.

It’s a natural evolution of how we support our clients, giving them secure, on the go access to their information and an easier way to stay engaged with their advice team. 

The Goodmans app won’t replace face to face advice, as personal relationships and conversations will always be at the heart of what we do

A big thank you to the clients who helped test the app in its early stages, whose feedback has been invaluable to us and to Plannr. We’re really proud of what we’ve built together – a market‑leading app designed from the ground up and seamlessly connected to our systems.

As a result, clients can enjoy more visibility and security over their finances, and we’ll have a more efficient back office – a win-win all round!

Get the Goodmans app

You can download the app on your mobile phone or tablet by using the relevant link below, or by searching for Goodmans FP in the Apple App Store (for iPhones/iPads) or Google Play Store (for Android devices). 

Goodmans clients already using our online client portal can log into the app using the same details. Clients who aren't already registered just need to give us a call to register for the Goodmans app.

If you’re not a Goodmans client but like the sound of having secure, easy access to your financial plan and adviser team wherever you are, get in touch for an initial chat. You can find out more about us and what we do here.