Goodmans Financial Planning

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Plymouth, United Kingdom

goodmansfp.co.uk
Financial planner· Financial Services· Investment service

Goodmans Financial Planning Reviews | Rating 3 out of 5 stars (5 reviews)

Goodmans Financial Planning is located in Plymouth, United Kingdom on 6 Drake Circus. Goodmans Financial Planning is rated 3 out of 5 in the category financial planner in United Kingdom. Goodmans work with people who are coming up to retirement, entering retirement or comfortably enjoying their later life. We work best where you are reliant on your capital to support your lifestyle in retirement. This capital can be in private pensions, ISA’s, cash savings, investment properties or it may be a large transfer value on a final salary pension. This reliance on your capital creates questions that have to be answered if you are to have an enjoyable and stress free retirement. Will I have enough money to retire? Will the money I do have in my pensions and ISA’s last as long as I do? Where should I invest my money so that I have enough income? Should I buy an annuity? Should I transfer my final salary scheme and drawdown on the capital or take a scheme pension? How much can I spend and not have to worry? When can I retire or do I have to keep working? How can I pass on the money to my children? As Financial Planners we work collaboratively with our clients to address these questions. We help them craft a retirement and life that maximises the amount of lifestyle and fun they have in the early years without sacrificing the security they need to ensure dignity and independence in later life. As Chartered Financial Planners the team are all highly qualified and experts in their field. In addition the Financial Planners have worked for many years with clients from all backgrounds and levels of wealth. This perspective and experience means that you are in safe hands and will benefit from that experience as you work on crafting your later life and retirement. We have friendly professional offices in Exeter, Plymouth, the South Hams (Totnes) and Bristol. If you would like to book in for an initial session with one of our Financial Planners please click the following link: http://www.goodmansfp.co.uk/next-steps

Address

6 Drake Circus

Phone

+44 1752686725

Company size

11-50 employees

Headquarters

Plymouth, Devon

Founded

1995

Amenities

Toilets

Open hours

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