Financial Planning and Investment Mangement fully integrated.

We understand that a solid investment strategy should factor in the goals of the individual or family in question. The investor’s overall financial goals, their appetite for risk and the duration of investment required should all be taken in to question. It is also important that an agreed investment criterion is set against which the performance of the investment portfolio can be judged.

Our investment management Yeovil team are trusted by individuals, families, businesses and trustees to provide an unbiased and discrete investment advice service. Our decades of experience in financial planning, taxation and investment matters give us a unique perspective which allows us to assist clients in choosing investments which maximise returns. As a standard part of our service, we undertake a review to maximise the tax efficiency of our clients’ investment portfolios.


Investment Management Yeovil

Our Investment Management Yeovil team will help you make well-informed investment choices.

At Albert Goodman investment management Yeovil, we firmly believe that all investment decisions should be made using the wealth of empirical academic evidence available to us.

The beliefs of our investment management Yeovil team are as follows:

  • Risk and reward are linked closely. The higher the risk a client is able to and wishes to take, the higher the long term returns are likely to be.
  • We believe in the power of the market. All of the evidence suggests that professional fund managers cannot beat the invisible hand of the market, and so capturing the returns available in the market remains our number one goal.
  • Diversification is essential to a portfolio. We diversify across asset classes, geography and investment type. This reduces risk in a portfolio, keeping the investment experience as smooth as possible.

Using our core beliefs we put together a carefully structured portfolio for each of our clients. We always pay careful attention to meeting the appropriate level of risk for each client.

Good value and transparent fees

We have a close focus on costs and keep these to a minimum as the effect of changes over time can be great. We’ll always agree our fees upfront, so you’ll always know what your costs will be. We have conducted many years of award-winning analysis and research to ensure that our investment management Yeovil team offer our clients the best options for the long term.

Finally, we take great pride in our flexibility. Our team of chartered financial planners , work with clients who have a specific need, from ethical concerns to the desire to have a manager to speak to. We realise that every client is different, and we work hard to make sure every client’s needs are met.  [Our investment management Yeovil team are of course  happy to provide further information on ethical investments upon request.]


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