Who we are
We’re an experienced team of Financial Planners, Paraplanners and support staff dedicated to supporting our client community.
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
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.
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.
Optimistic growth mentality
Looking forward to the future with confidence and enthusiasm, we encourage and empower our clients to do the same.
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
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 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 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 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 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.
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. As well as ensuring our processes and policies meet regulations, she makes sure everything we do is in our clients’ best interests.
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.
What our clients say
“If I’ve ever got a question, or a concern, I know that Andrew or any of the team are only at the end of a phone or an email and they are just so quick at responding. You just get really sound, clear, consistent guidance and that’s what you need.”
“Goodmans are a fantastic company. They’re really genuine, really kind, really caring. I’ve got absolutely no doubt in recommending Goodmans.”
“Advice from Goodmans has given me the confidence to retire earlier than I originally thought I would. The information is always really good on how your investments are performing and the rates of return you can expect. If anybody asks me to recommend a financial adviser, I’d certainly recommend Andrew.”
Anthony Power, Goodmans client since 2012
“They take all the worry away from us in order that we can live our lives the way we want to. I would not hesitate to give a recommendation to Goodmans.”
Ged and Glen Edgcumbe, Goodmans client since 2013