SUPPORTING ONE ANOTHER DURING COVID-19
We are in difficult and unprecedented times. The Covid-19 Pandemic continues to evolve at pace and while we are keeping an extremely close eye on the latest government guidance, we want to assure you that Albert Goodman is fully committed to the health and well being of our staff and clients and that we will be doing everything we can to minimise disruption to client service.
Professional, reliable and proactive financial advice.
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 Planning has the highest of standards. You will not find us grappling with the latest regulatory standards. That is because our key qualities include being ethical, flexible and discrete are embedded in our client service. They always have been – right from the start. Looking for financial planning Taunton? Why not give our friendly team a call.
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. We offer a no-obligations no cost one-hour initial meeting to all potential new clients.
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
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: Goodwood House, Blackbrook Park Avenue, Taunton, Somerset, TA1 2PX
You can read our Privacy Notice here Albert Goodman Financial Planning Privacy Notice
- The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit financial-ombudsman.org.uk.
- If you have a complaint that relates to products or services purchased online, or by other electronic means such as by email, you may refer your complaint to the online dispute resolution (ODR) platform at http://ec.europa.eu/odr.
Meet our experts...
Latest case studies
Cash Flow Planning
Pension Investment Checklist
How much do I need to save for retirement?
How much can I afford to spend in retirement?
Can we afford to retire?
Can I afford to gift money to my Grandchildren?
Tax Year End Planning 2020 Pension Investment Check List
Public Sector pension scheme changes
Get started today
Contact us today and speak to our expert team to get started