Business Details
31 Years
experience
Your Trusted Partner for Retirement Planning Solutions
Established in 1995, we have grown from a single advisor to a dedicated team of 19 professionals serving over 500 client families across the South West. Our commitment to client-first financial planning remains unchanged, combining expertise in pensions, investments, and tax planning to empower individuals to achieve their ideal retirement. With offices in Plymouth, Exeter, and Bristol, we provide personalized advice tailored to each client's unique aspirations. Our team includes Chartered Financial Planners, Pension Transfer Specialists, and a Chartered Accountant, ensuring comprehensive solutions under one roof.We pride ourselves on long-term relationships, with many clients having worked with us since our founding. Our approach focuses on transforming financial security into a fulfilling retirement lifestyle through transparent communication and ongoing support. As a Chartered Financial Planning firm regulated by the Financial Conduct Authority, we uphold the highest standards of professionalism and ethical practice.
Services
Pensions Advice
Investment Planning
Tax Planning
Retirement Strategy
Financial Planning
Details
- Year established: 1995
Highlights and features
- We have 30 years of specialist experience in retirement planning
- Our team includes Chartered Financial Planners and Pension Transfer Specialists
- Client-first approach with long-term relationship focus
- Comprehensive services under one roof in the South West
- Regulated by the Financial Conduct Authority for professional standards
Associations and certifications
- Chartered Insurance Institute (CII)
What people say
Genuine, friendly, easy to work with
Confidence to retire earlier
Take all the worry away
Open and honest conversations
Fantastic company
Services
Pensions Advice
Our specialist pension advice helps clients maximise their retirement benefits. We provide expert guidance on final salary pensions, flexible drawdown options, and transfer decisions. With in-house Pension Transfer Specialists, we ensure informed choices that secure long-term financial stability while maintaining regulatory compliance.
Investment Planning
We create tailored investment strategies based on individual risk profiles and financial goals. Our research-driven approach balances growth potential with capital protection, offering diversified portfolios that adapt to changing market conditions and evolving client needs across their retirement journey.
Tax Planning
Our tax planning services optimise financial efficiency through strategic income tax, capital gains tax, and inheritance tax management. As part of our holistic approach, we help clients preserve wealth while ensuring compliance with current regulations and maximising legitimate tax-saving opportunities.
People
Andrew Moore
Financial Planner and Managing Director
With over 15 years in financial services, Andrew specialises in retirement and investment planning. He leads the Goodmans team while maintaining direct client relationships, combining strategic vision with hands-on advisory expertise to guide clients through their financial journey.
Holly Moody
Financial Planning Director
A qualified Financial Planner and Pension Transfer Specialist since joining in 2015, Holly leads the advice team and Plymouth office. She focuses on delivering client-centred solutions while ensuring technical excellence across all advisory services.
Laura Milroy
Compliance Director
With over a decade at Goodmans, Laura oversees regulatory compliance and client protection. Her legal background ensures all processes meet industry standards while maintaining the firm's commitment to ethical financial practices and client interests.
David Byworth
Finance Director
A Chartered Accountant with public and private sector experience, David manages financial operations and serves as in-house tax expert. He joined in 2019 and became Director in 2022, providing technical financial leadership to support client services.
Sam Capstick
Financial Planner
Based in Exeter, Sam combines financial expertise with client service excellence. He specialises in pensions and investments, leading the Exeter office while delivering tailored retirement solutions that align with individual client aspirations and financial realities.
Questions
How do I start retirement planning with Goodmans?
Begin with a free, no-obligation call to discuss your financial situation and retirement goals with our expert advisors.
What services does Goodmans offer?
We specialise in pensions advice, investment planning, and tax planning to create comprehensive retirement strategies tailored to your needs.
What makes Goodmans different from other financial advisors?
Our client-first approach combines 30 years' experience, Chartered status, and long-term relationships with a commitment to clear, jargon-free advice.
How are Goodmans' fees structured?
We provide transparent fee information during initial consultations, ensuring you understand costs before committing to our ongoing services.
Why do clients stay with Goodmans long-term?
Clients value our consistent guidance, annual planning reviews, and open-door policy that maintains financial plans aligned with evolving life circumstances.
How does Goodmans approach retirement planning?
We create personalised retirement roadmaps through collaborative planning, focusing on sustainable income, tax efficiency, and maintaining your desired lifestyle.
