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Financial planning

Our story

Serving the South West for over 25 years

Since Goodmans was founded in Devon in 1995, we’ve helped hundreds of people enjoy financial peace of mind and live the retirement lifestyle they want. We’re proud to provide quality financial planning advice that gets to the point, cuts through the jargon and puts our clients’ needs and interests first.

Who we are

Financial Planners

We’re an experienced team of Financial Planners, Paraplanners and support staff dedicated to supporting our client community.

Chartered Accountant and qualified Pension Transfer Specialists

Our team includes a Chartered Accountant and qualified Pension Transfer Specialists to offer a full range of services in one place.


Based in Plymouth, we also have offices in Bristol, the South Hams and Exeter, enabling us to work throughout Devon, Cornwall and the West Country.

What we believe in 

Our values define who we are and underpin everything we do

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Client experience is everything

It’s our mission to empower our clients to lead the lives they want and deserve while enjoying being part of the Goodmans community.

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Long-term relationships matter

Many of our clients have been with us for years and grown with us; it’s something we’re really proud of and work hard to maintain.

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Optimistic growth mentality

Looking forward to the future with confidence and enthusiasm, we encourage and empower our clients to do the same.

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All rowing in the same direction

Staff and clients alike, we’re here to support each other in leading our best lives and enjoying our beautiful corner of the world.

Meet the team

Andrew Moore

Andrew Moore

Financial Planner and Managing Director

Andrew has worked within financial services for over ten years, specialising in retirement and investment planning, and is a Pensions Transfer Specialist. As well as helping clients live their best lives, Andrew leads the team and guides the future direction of the company.


Finbarr O'Reilly

Financial Planner 

Finbarr is a Director of Goodmans and a Chartered Financial Planner, a Fellow of our professional institute and a Pensions Transfer Specialist. A financial adviser since 1999, Finbarr is passionate about quality advice that simplifies and provides clarity on complex matters.


David Martin

Financial Planner 

David is a Chartered Financial Planner and a senior member of Goodmans, benefitting from almost ten years’ experience in financial services. He specialises in retirement and investment planning that helps clients retire early and live the retirement of their dreams.


Holly Moody

Financial Planner 

Holly is a senior member of Goodmans and head of our Plymouth office. With expertise in pension planning as a qualified Pension Transfer Specialist, she makes her mark with client-centred financial planning.


Sam Capstick

Financial Planner 

Sam joined Goodmans in 2017 to foster his career in financial planning after two years’ experience in financial services. Sam pairs skills in finance, pensions and investments with a strong desire to provide excellent service and achieve the best possible outcomes for clients.


Laura Milroy

Compliance and Training Manager

Laura joined Goodmans in 2011 as a law graduate, first as adviser support, then moving into a Paraplanning role before finding her home in compliance. She makes sure our processes and policies meet regulations, and that everything we do is in our clients’ best interests.

David Byworth

David Byworth

Finance Director

David joined Goodmans in 2019 with 15 years’ experience in finance and revenue under his belt from both the public and private sectors. Coming on board as Finance Manager, David graduated to Director at the start of 2022.

Tom Clark

Trainee Financial Planner 

Tom joined Goodmans in September 2021 after a decade in the Royal Marines Commandos and with two years of studying for financial planning qualifications under his belt. As a Trainee Financial Planner, he’s now putting all those learnings into practice under the guidance of our Director, Andrew Moore.

Andrew Moore
Finbarr O'Reilly
David Martin
Sam Capstick
Chartered Financial Planners-1

Quality, trusted advice

As Chartered Financial Planners, you can rest assured that we represent the gold standard of financial advice, as set by industry experts, the Chartered Insurance Institute (CII). This confirms our commitment to developing staff, maintaining ethical standards and providing the highest quality advice, service and ongoing support.

Find out more

What our clients say


The retirement jigsaw: a 7-piece puzzle

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