Goodmans Financial Planning

About Us

At Goodmans Financial Planning It’s about enabling you to live your best life with what you have. We’re here to give you the confidence and security to look forward to the future and pursue your passions without financial worries.

Think of us as your financial ‘architect’. You come to us with bricks and steel in the form of pensions, savings and property – from this, we help you to understand what kind of retirement you can build. Then we help you get there.

When can I retire?
It may be sooner than you think, especially if you've had a long career saving into pensions.

Can I fund the lifestyle I want?
We'll work out how much you need to enjoy your ideal retirement and how you can invest to make it work.

Will my money last?
We'll outline the pros and cons of options like flexible drawdown, annuities and transferring, so you can make an informed and confident decision.

As a Chartered Financial Planning firm, including Pension Transfer Specialists, a Chartered Accountant, Para-planners and client service specialists, our team are highly qualified experts in the field.

Our values underpin everything we do:

- Client experience is everything - it's our mission to help clients to lead the lives they want and deserve.
- Long-term relationships matter - many of our clients have been with us for years and years.
- Optimistic growth mentality - we look forward to the future with confidence and enthusiasm.
- All rowing in the same direction - staff and clients alike, we're here to support each other in leading our best lives.