Goodmans Financial Planning Ltd

We believe everyone should live their best years in retirement. Goodmans has been serving the South West with financial planning, investment and pensions advice for 30 years. With offices in Plymouth, Exeter and Bristol, we’ve helped hundreds of people enjoy financial security and retire with confidence. For us, financial planning isn’t about fancy investments or tax loopholes – it’s about enabling you to look forward to the future and pursue your passions without financial worries. Think of us as a financial ‘architect’. You come to us with ‘bricks’ and ‘steel’ in the form of pensions, savings and property and we work with you to understand what kind of retirement you can build- When can I retire? It may be sooner than you think, especially if you’ve had a long career with final salary pension benefits- Can I fund the lifestyle I want? We’ll work out how much you need to enjoy your ideal retirement and how you can invest to make it work- Will my money last? We’ll help you plan what you can spend to make the most of the earlier, active retirement years without jeopardising your future security- What do I do with my pensions? We’ll outline the pros and cons of options like flexible drawdown, annuities and transferring, so you can make an informed and confident decision. As a Chartered Financial Planning firm, including Pension Transfer Specialists, a Chartered Accountant, Paraplanners and client service specialists, our team are highly qualified experts in the field. Our values underpin everything we do: • Client experience is everything – it’s our mission to help clients to lead the lives they want and deserve. • Long-term relationships matter – many of our clients have been with us for years and years. • Optimistic growth mentality – we look forward to the future with confidence and enthusiasm. • All rowing in the same direction – staff and clients alike, we’re here to support each other in leading our best lives.