With a team of local financial advisers we serve the needs of our personal and corporate clients throughout Plymouth, South Devon and Cornwall. As a company, we blend our traditional values with new ideas to provide a financial advice service that our customers can rely on, trust and benefit from.
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.
Our Locations:
-
Main Office - 6 Drake Circus, Plymouth, PL4 8AQ
01752 261144
Business Name
Goodmans Financial Planning
Follow Us
Customer Reviews
No reviews yet. Be the first to review this business!
