About Goodmans Financial Planning

We are Chartered Financial Planners, providing independent and transparent advice, working only for the long term interests of our clients.
Goodmans are a firm of Chartered Financial Planners, providing independent advice to individuals, business owners and trusts to help them manage their financial assets effectively. Our service revolves around a clear financial plan for each client ensuring that the investment, tax and contingency plans all work together to give our clients confidence, lifestyle and security. We operate four offices for the convenience of our clients in Exeter, Plymouth, Bristol and Totnes, covering a significant portion of the South West.
Pensions & retirement:

  • Pensions & retirement planning

  • Financial planning:
  • Wealth management

  • Investments:
  • Investing for income

  • Insurance & protection:
  • Life insurance
  • Critical illness
  • Income protection insurance

  • Tax & trust planning:
  • Income tax
  • Estate planning
  • Capital gains tax
  • Taxation planning

  • Savings:
  • Lump sum
  • Regular savings
  • Savings for children
  • School fees planning

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