Financial Planning Yeovil

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.

4.7

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

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 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

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