Goodmans Financial Planning

Goodmans Financial Planning is a Chartered Financial Planning firm with over 25 years of experience. They provide advice and planning to assist clients in retirement.
  • Tax planning
  • Pensions advice
  • Investment planning

Size
Small
Phone
N/A
Email
N/A
Locations
6 Drake Circus, PL4 8AQ
01752686725
9:00 - 17:00
2 Fore St, TQ9 5DX
01392796435
9:00 - 17:00
25 Southernhay E, EX1 1QP
01392796435
9:00 - 17:00
Digital Popularity
Popularity over time
Social Media
Competitors
TISCO Financial Planning Limited
TISCO is a Chartered Financial Planning firm and Independent Financial Advisers based in St Albans, Hertfordshire.
Company Details
Goodmans Financial Planning is operated by Goodmans Financial Planning Ltd and is a Active company incorporated on 30 April 2009 with the registered office located in Plymouth, Devon. Goodmans Financial Planning Ltd was registered 16 years ago.

Status
Active
Size
Micro
Directors
5
Age
16 years old
Employees
18
Turnover
Unreported
Total Assets
£768.55K
Cash in Bank
£396.7K
Total Liabilities
-£326.31K

Director • Secretary • Finance Director • British • Lives in UK • Born in Nov 1981
Director • Compliance Director • British • Lives in UK • Born in Apr 1989
Director • PSC • Financial Planner • British • Lives in England • Born in May 1971
Director • Financial Planning Director • British • Lives in England • Born in Sep 1984
Goodmans Financial Planning (Eot) Trustees Limited
PSC
Teams
All
15
Finance
10
Management
4
Content Creation
1
Compliance
1
Other
1
Finance Director • Joined Jan 2022
Managing Director • Joined Jan 2010
Compliance Director • Joined Jan 2023
Head Of Content • Joined Jul 2022
Client Services Manager • Joined May 2022
Financial Planning Director • Joined Jan 2023
IFA Administrator - Goodmans Financial Planning • Joined Feb 2020
Senior Paraplanner • Joined Nov 2021
Paraplanner • Joined Sep 2020
Financial Planner • Joined Jan 2024
Finance Director • Joined Jan 2022
Financial Planner • Joined Jan 2019
Senior Paraplanner • Joined Nov 2021
Paraplanner • Joined Sep 2020
Financial Planner • Joined Jan 2024
Chartered Financial Planner • Joined Oct 2019
Financial Planner • Joined Jan 2020
Paraplanner • Joined Jun 2019
Financial Planner • Joined Sep 2021
Financial Planner • Joined Feb 2023
Finance Director • Joined Jan 2022
Managing Director • Joined Jan 2010
Client Services Manager • Joined May 2022
Financial Planning Director • Joined Jan 2023
Head Of Content • Joined Jul 2022
Compliance Director • Joined Jan 2023
IFA Administrator - Goodmans Financial Planning • Joined Feb 2020
View 15 members