Proactive, reliable and professional from Albert Goodman financial planning Yeovil.
The future should be something to look forward to, not to worry about. Regardless of what the future holds, finance need not be a worry. Our financial planning Yeovil team can help you with every aspect of your personal financial planning.
Our parent business Albert Goodman Chartered Accountants has been around for over 150 years. We follow the same rigourous standards that has seen Albert Goodman flourish for over a century. Our key qualities include us being discrete, flexible and ethical and we seek to embed these qualities in to our client service. You won’t find our team of experts grappling with the latest regulatory standards, we work hard to stay ahead of the curve. Looking for financial planning Yeovil? Why not give our friendly team a call?
Our team of financial planning consultants work alongside business owners, trustees, entrepenuers and high net worth individuals. We can access the whole of the financial marketplace and are fully independant in every sense of the word. Our Yeovil financial planning team help clients explore their financial options, delivering bespoke guidance that delivers high quality results. We are focused on quality of our client relationships and belive that longevitiy is key to success. Many of our family clients have spanned multiple generations which is a testament to the quality of those relationships.
Albert Goodman in Yeovil are a really great firm of accountants. They are helpful, efficient and professional, whilst always remaining friendly. If you are looking for accountants that deliver what they promise, who help you sleep at night, because you know everything has been done correctly, I would recommend Albert Goodman.
Abigail B.
17:53 14 Apr 20
I have had always had fantastic support, guidance and help from AG, the company provides itself on its customer service and quality of advice given.I would recommend AG to anyone seeking an Accountancy business & would especially praise Richard Sampson in the Yeovil office - if you need tax advice he's your man..!
Julian U.
12:03 06 Mar 20
We are very happy with the service provided. The advice we receive and the work done on our behalf re. Tax Returns is a great help to us. Everyone is friendly and makes time for us.
Roisin G.
16:21 27 Feb 20
Hayley Sampson and team have supported me for the past 4 years . As a start up business I have required lots of support at times to navigate the mine field of business accounts! They have helped me patiently & professionally and have been extremely flexible to meet both my personal and business accounts needs.I would highly recommend them.
Kaye C.
21:59 10 Feb 20
As Kartdavid we have been using Albert Goodman since 2012 and more recently they have started assisting us with our sister company Sticker It as well. They are efficient and over the years helped us understand all of finances much more thoroughly. This allows us to make much smarter business decisions on a day to day basis helping our companies grow quickly.
James M.
13:26 11 Nov 19
Albert Goodman have been our accountants now for a couple of years. I appreciate the level of technical expertise and the friendly, collegiate manner in which they work. The team are responsive and the advice received sound.
Paul E.
06:52 11 Apr 19
Albert Goodman have dealt with our accountancy and investment requirements for a number of years always giving the best attention and we would thoroughly recommend their services.
terry B.
17:55 29 Mar 19
I have been with Albert Goodman for quite a few years now. RIchard Sampson looks after my affairs extremely efficiently and I have no areas for concern.
Caroline C.
15:22 27 Mar 19
Always great service from Kevin Jutson and the team. You have made our first two years in business a lot less stressful - thank you.
Reception S.
17:05 08 Mar 19
Extremely professional service, with a breadth and depth of expertise, that engenders confidence in all aspects of accounting and tax matters. With the onset of ‘making tax digital’, their expertise in ‘Xero’ is particularly noteworthy. Their experts are always available on the other end of the phone, and happy to provide whatever support is required.
Michael K.
22:32 04 Mar 19
I have been using Albert Goodman for many years now. I have always been very pleased with their efficiency and professional advice. In particular, Hayley Sampson has always been very friendly, helpful, and competent. Would highly recommend.
Becky M.
20:38 04 Feb 19
Very professional and competent and you feel that your are supported and in safe hands.
Brian D.
06:15 01 Jun 18
We have been clients of Albert Goodman for 2 years and the advice and assistance that we have received has been over and above expectations. Recent advice regarding payroll has made a saving of over £600!! Would highly recommend to anyone.
Gemma H.
09:01 05 May 16
Fantastic asset for any business, we have developed our company by working closely with the team at Albert Goodman and their expertise. Cant recommend highly enough!
Alan B.
14:52 19 Apr 16
We have been clients of Albert Goodman for some years and thoroughly recommend their services. Keith Miller and his team at the Yeovil office have steered us through many complicated scenarios, not least the incorporation of the business. They have a good range of specialists to assist with the surprisingly varied requirements of our family business and have also recommended lawyers and bankers to us when needed.
Classic C.
17:12 14 Dec 15
As our business grew we decided we needed professional support from a local organisation with a great reputation. After talking with friends and colleagues, we were advised to speak to Albert Goodman. Since joining them we have also moved to the Xero Accountancy software which has made business life much simpler.I cannot recommend them enough.
Jim R.
16:48 03 Dec 15
Transparent and good value fees
At Albert Goodman Chartered Financial Planning Yeovil, all of our staff are salaried, they are not paid commission. That means that we always put the interests of our clients first. Our transparent fee structure means that you will always know and understand our fees upfront. Our team can help across the whole of Somerset with Financial Planning Taunton, Financial Planning Weston-super-Mare, and Financial Planning Weymouth.
Albert Goodman Chartered Financial Planners is a trading style of Albert Goodman Financial Planning Limited which is authorised and regulated by the Financial Conduct Authority.
Registered in England No. 2989819
Registered Office: Mary Street House, Mary Street, Taunton, TA1 3NW
You can read our Privacy Notice here Albert Goodman Financial Planning Privacy Notice
Meet our experts...
Latest case studies
Somerset Motorhomes Centre and Albert Goodman
Somerset Motorhomes Centre is a family owned business, based across two sites on the outskirts of Taunton. The owner, Tom Lower and his wife Maria have over 18 years of experience in the sector. This wealth of experience coupled with their
Read more
Ian Dance Services and Albert Goodman
Ian Dance Services are the leading Catering Engineers and equipment suppliers in the South-West of England. Run by Bruce and Glyn, this close-knit family business has provided support to various catering establishments, including Pubs, Hosp
Read more
Martock F.I.T- Client Case Study
Nestled in the heart of South Somerset is the quaint village of Martock, home to 5,000 people and a selection of pretty hamstone buildings. New to the village is Martock F.I.T, a friendly, community orientated gym co-founded by Dave Root an
Read more
Classic Canes- Client Case Study
Classic Canes Limited is a Somerset-based family business specialising in growing, manufacturing and wholesaling walking sticks, seat sticks an umbrellas. It was established in 1982 by Diana and Ben Porter when they realised the raw materi
Read more
Giving grandchildren a worry-free education
A client who had set up and run his own business came to us for advice on how to reduce his inheritance tax liabilities, which would have been substantial had he passed away within the next seven years.
Read more
Insuring against Inheritance tax
A long-standing client had, during his career, built up a substantial property portfolio. One of these properties he had decided to gift to his son who had recently married. But he was also concerned that if his death occurred in the next f
Read more
Care with peace of mind
A widowed gentleman with no children had moved into a high quality care home because he no longer wanted to live on his own. He was ‘self-funding’ fees of over £4,000 a month and was concerned that he might run out of funds during his
Read more
Keeping it in the family
Like many of those we help as part of our Later Life Financial Solutions, Mr H came to us for an entirely different reason: to discuss his annual tax return. As he was in his late 50s, the conversation turned to his plans for retirement –
Read moreGet started today
Contact us today and speak to our expert team to get started
Latest from Albert Goodman
Final SEISS grant – Applications for the second grant
As you are already aware from my earlier articles, there is a second and final SEISS grant available for those who are still being adversely affected by Coronavirus. If you are eligible, you will be able to apply for the second grant from M
Read more
Demergers – Can I break up a group of companies?
An interesting trend coming out of lockdown, with more enquiries from business owners regarding their options to break up a group of companies. Some because shareholders wish to go their separate ways with their respective subsidiary compan
Read more
The Dark Side of the Furlough – Flexible Furlough Scheme
HMRC updated its guidance on the Job Retention Scheme (JRS) on 12 June, to include details of its replacement, the Flexible Furlough Scheme (FFS), which comes into force from 1 July. There’s no doubt that the JRS has been a lifeline, not
Read more
Residential Property Disposals – Time is Ticking
Since the introduction of self assessment back in 1997, UK resident individuals have been required to report disposals of property on their annual tax return and pay over any Capital Gains Tax (CGT) due by 31 January following the end of th
Read more