We’ve been lighting the way for 150 years.
Albert Goodman Chartered Financial Planners are wholly owned by Albert Goodman LLP and have been providing advice of the highest standard to individuals and businesses for over 25 years.
Serving clients from our offices in Taunton, Weymouth, Weston-super-Mare, Yeovil and Bristol to provide a broad, thorough and independent advice offering to Somerset and Dorset.
As Chartered Financial Planners, we are recognised by the Chartered Insurance Institute as meeting the highest standards of technical competence, and commitment to professional standards.
Everyone has different needs, so our Financial Planning team all offer independent, unbiased advice which is tailored to you.
We offer advice on every aspect of financial planning, including;
- Investments
- Estate planning and trusts
- Pensions
- Protection for individuals or businesses
- Later life finances
- Mortgages and Protection
- Tax
We have extensive experience in advising individuals, charities, trusts and business owners.
Many of our clients refer friends, colleagues or relatives, and we welcome the opportunity to work with extended families. Our advice is for the long term, and often spans generations.
We operate a fair and open charging structure, where charges are made clear at outset. We put our clients first and ensure that we remain fair and competitive in the marketplace. Our Chartered Financial Planners are all salaried, and we do not pay sales-based bonuses or commissions. This makes us fair and competitive.
We have offices across the South West of England in Bristol, Taunton and Weymouth and Weston Super Mare, and have clients throughout the UK. We are happy to meet you at home, in the office, or use video conferencing to fit in with you.
The advice process
The process is a journey, and the first 5 steps below are the start of this journey.
Step 1
Our initial meeting is always free. This is an opportunity for you to let us know what you are looking for, and to discuss how we can help.
Imagine this step as meeting your GP. If you require a specialist consultant at this point, we will involve a different team member with a specialism in a particular area.
Step 2
We collate all the information we need. This may be by contacting existing product providers, researching current investments, and in some cases asking more questions of you.
Using this information we can assess your position and consider different solutions for you.
Step 3
Once agreed with you, we will produce and present to you a financial plan, with recommendations tailored to you. We will discuss this and answer any questions that you may have.
We offer a cash flow planning service, which uses assumptions to project forward and consider different outcomes.
We work with other professionals where needed, for example our in-house tax advisors and accountants, or solicitors to look at any other needs.
Step 4
Implementing the recommendations, and assisting with any paperwork as needed, such as applications.
Step 5
Ongoing reviews and maintenance of your portfolio to see how you are progressing towards your goals, update your circumstances and work on new objectives or improvements. We are in contact with every one of our clients every year, sometimes more often. You can decide the level of service that you would like to receive.
The process is a journey, and the first 5 steps below are the start of this journey.
Step 1
Our initial meeting is always free. This is an opportunity for you to let us know what you are looking for, and to discuss how we can help.
Imagine this step as meeting your GP. If you require a specialist consultant at this point, we will involve a different team member with a specialism in a particular area.
Step 2
We collate all the information we need. This may be by contacting existing product providers, researching current investments, and in some cases asking more questions of you.
Using this information we can assess your position and consider different solutions for you.
Step 3
Once agreed with you, we will produce and present to you a financial plan, with recommendations tailored to you. We will discuss this and answer any questions that you may have.
We offer a cash flow planning service, which uses assumptions to project forward and consider different outcomes.
We work with other professionals where needed, for example our in-house tax advisors and accountants, or solicitors to look at any other needs.
Step 4
Implementing the recommendations, and assisting with any paperwork as needed, such as applications.
Step 5
Ongoing reviews and maintenance of your portfolio to see how you are progressing towards your goals, update your circumstances and work on new objectives or improvements. We are in contact with every one of our clients every year, sometimes more often. You can decide the level of service that you would like to receive.
Our Promises To You
If you feel the Financial Planning department has not reached your expectations with these promises, please contact us by emailing promises@albertgoodman.co.uk.
Read our guide to the Albert Goodman Investment Philosophy.
