Goodmans Financial Planning

Goodmans Financial Planning

Working hand-in-hand as a team we create and maintain long-term personal relationships with each of our clients - this is at the core of our traditional values. Combining these values with our new ideas and the integration of the latest technologies means that we can provide a service which best meets your individual needs and can grow your long-term wealth. Using our 'True Potential' online system, you can log-in and check on the performance of your portfolio as often as you wish, at the most convenient time.

Our system is even available on all web-enabled mobile devices such as iPhone, iPads and BlackBerrys so all of your financial information is at your finger tips. If you're not tech-savvy, don't worry. We'll walk you through the system step-by-step - even our 80-year-old customers have used the systems on our iPads.

Goodmans Financial Planning
Goodmans Financial Planning

Financial Advisors Service Provider

Services We Offer:
  • Pension Advice
  • Investment Management
  • Wealth Management
  • Tax Planning
  • Estate Planning
  • Insurance Advice
  • Mortgage Advice
  • Savings and ISAs
  • Financial Risk Assessment
Our Locations:
  • Main Office - 6 Drake Circus, Plymouth, PL4 8AQ
    01752261144
Business Name

Goodmans Financial Planning

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