Taking your 'bricks and steel' in the form of savings, pensions or property, we work together to draw out plans for the life and retirement you've worked hard for. We can show you how much capital is needed to enjoy the lifestyle you have worked for, and where there is more than enough, we can show you how much can be used to lift your lifestyle in retirement or even before you retire.

Advice from Goodmans has given me the confidence to retire earlier than I originally thought I would. The information is always really good on how your investments are performing and the rates of return you can expect. If anybody asks me to recommend a financial adviser, I'd certainly recommend Andrew.

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Our Story Report

Goodmans was founded in 1995 and over the past 20 years our team of Financial Planners have delivered a trusted service to clients throughout Devon. With offices in Plymouth, Bristol, the South Hams and Exeter, we work with a small base of carefully selected clients where we feel we can deliver the most value to their financial plans.

Your Story Report

This is just a snapshot of some of the questions we can help answer when we work together to make an active retirement a reality for you. The ages of 55 to 75 can be some of the best years of your life; our goal is to maximise your enjoyment of this important time for you. In many ways we work for you as an 'architect'.

Next Steps Report

We pride ourselves on working with only a small number of clients who we're confident we can add value to. That's why we place so much emphasis on our 'getting to know each other' meeting. Many clients come to us with issues on pensions and investments, or want to make sense of their affairs. These initial meetings give you and us the time to make sense of your current plans.

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