INTRODUCTION

ADVICE YOU CAN COUNT ON.

Albert Goodman Chartered Financial Planners are wholly owned by Albert Goodman LLP and have been providing financial advice of the highest standard to individuals and businesses for over 25 years.

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 financial needs, so our advisers all offer independent, unbiased advice which is tailored to you. We offer advice on every aspect of financial planning, including;

  • Investments
  • Pensions
  • Later life finances
  • Tax
  • Estate planning and trusts
  • Protection for individuals or businesses
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 put our clients first. This means a fair and open charging structure, where we are paid for the work that we do, rather than as a percentage of assets, or by commissions. Our advisers are all salaried, and we do not pay bonuses or commissions. This makes us fair and competitive.

We have offices across the South West of England, 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 Financial Advice Process

The financial advice process is a journey, and the first 4 steps below are the start of this journey. Once on this journey we enjoy ongoing relationships with our clients, sometimes spanning generations.

Our Investment Philosophy

Client portal

7IM

Nucleus

Transact

Personal Finance Portal

Meet the experts

You'll find our team dotted across the South West, experts in everything from tax to technology. We build long-lasting relationships with our clients, drawing on our insights and experience.

You'll find our team dotted across the South West, experts in everything from tax to technology. We build long-lasting relationships with our clients, drawing on our insights and experience.

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You were always helpful, always available when we asked for updates, and explained everything clearly. Your manner was always friendly and helped us through what might have been a very stressful period. There were a few hiccups with our application, as I expect often happens, but you quickly resol...You were always helpful, always available when we asked for updates, and explained everything clearly. Your manner was always friendly and helped us through what might have been a very stressful period. There were a few hiccups with our application, as I expect often happens, but you quickly resolved all the problems.

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Kevin Little & Elizabeth Jones
Little Duck Farm

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