Financial Planning

Professional, reliable and proactive financial advice. FPLogoGOLD

Whatever your future holds, finance need not be a worry. Our team will help you with every aspect of your personal financial planning.

Adopting the same core values of our parent business, Albert Goodman Chartered Financial Planners has the highest of standards. You will not find us grappling with the latest regulatory standards.  That is because qualities like ethical, flexible and discretion are embedded in our client service.  They always have been – right from the start.

Working alongside entrepreneurs, trustees, and private individuals, we are an independent organisation in every sense. It means we are free to explore your financial planning options, provide you with our fullest attention and deliver bespoke guidance. We believe the longevity of our client relationships, many spanning multiple generations, demonstrates how valuable this independent thought is.

Good value, transparent fees

All of Albert Goodman Chartered Financial Planners Staff are salaried. This means we put clients interests first, every time. Working on a transparent fee basis means you will always know our charges upfront. We’ve got you covered across the whole of Somerset with Financial Planning Taunton, Financial Planning Weston-super-Mare and Financial Planning Yeovil.

Keeping you up to date

Written by industry experts, eSmart Money magazine is full of personal financial planning advice – keeping your finances in good shape

Click here to download recent editions and archived copies.

Albert Goodman Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority.