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Goodmans Financial Planning

Goodmans Financial Planning

5.0(22 reviews)See reviews ↓·Plymouth

About the company

Goodmans Financial Planning is a Chartered Financial Planning firm founded in 1995. In 2025, the firm celebrated three decades in business. It has 19 team members and serves over 500 client families. The firm is authorised and regulated by the Financial Conduct Authority. Its legal entity is Goodmans Financial Planning Ltd, registered in England. Goodmans Financial Planning has helped hundreds of people throughout the South West. It offers pensions advice, investment planning and tax planning.

What customers say

Based on genuine customer reviews

Clear explanations and a collaborative working style recur throughout the feedback for this Plymouth financial planning firm. Clients describe portfolio reviews where investment decisions are set out in plain language, and several mention on-screen graphics and diagrams that help them understand how different scenarios might affect their future plans. A point that comes up often is the personal touch: advice is tailored to individual circumstances, covering matters such as tax implications and major expenditure like a house purchase, and clients are encouraged to bring their own ideas to meetings.

Named members of staff, including Tom, Holly, Andrew and Isabel, are singled out for patience, honesty and the absence of any pressure. Long-standing clients credit the team's knowledge and guidance with enabling early retirement, while others highlight growth in their invested funds and the straightforward process of releasing money for travel. Contact between annual meetings also draws praise, with questions sent by message or phone answered helpfully. The firm's habit of keeping clients updated, explaining how investment decisions are reached and treating them as family rounds off an account built on trust.

Reviews

Reviews are taken from publicly available sources.

MS
mark stevens18 June 2026

I've been with Goodmans financial planning for a few years now, and am very happy with the way they look after my wife and I's pension and isas. They are very professional and caring. Keeping us abreast of how things are .This gives us great peace of mind for our financial future.

AC
Allison Clayton26 May 2026

We met with Tom and he took the time to explain everything to us. We discussed many options for our financial future, and left with all the information we needed. They are doing a brilliant job of managing and growing our investment. We'd highly recommend

KM
Karen Meanwell22 May 2026

Tom was very patient as first Goodmans meeting without my husband. He took time to explain everything to me and also helped me with a form from my husbands pension company excellent service

JG
Joe Gest20 May 2026

We have invested through Goodmans for some years and are very happy with the returns. Tom our advisor has been honest and never applied pressure, is knowledgeable and is a pleasure to work with. All round... 1st class.

DM
Derek McGrath12 May 2026

Since switching from Main Stream financial companies I have seen excellent growth in my funds with Goodmans financial planning, the yearly Luncheon and the personal financial update are great ways to keep up to date on what the company is doing in the sector. The Staff have been absolutely fantastic when we have asked for Funds to be released for travelling the world,the Luncheon is always a well attended event and gives us time to catch with all the Staff.They are always available to answer any questions you may have,the Yearly update on my funds is always a very slick affair with plenty of Visual aids to prompt questions. My son has also switched his portfolio to Goodmansfp as a result of discussing the companies great work on my Funds.

CR
cherry robinson6 May 2026

Very satisfied with the staff and service I have received over many years.

MB
Mike Birch5 April 2026

Excellent. Professional, engaging friendly. All round very good and reassuring. Very comprehensive. Show good understanding and relevant knowledge of clients circumstances.

Financial advisers in Plymouth compared

Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 6 businesses in this category in Plymouth are compared.

RankProviderRatingReviewsOpen Sat.
1Continuum (Financial Services) LLP★ 5,0314No
2Equitas Financial (UK) Ltd★ 5,065No
3Sirius Financial Ltd★ 5,054No
4TFA Trusted Financial Advice★ 5,035No
5Goodmans Financial Planning (this page)★ 5,022No
Contact
+441752686725www.goodmansfp.com6 Drake Circus, Plymouth PL4 8AQ
Working hours
Monday09:00–17:00
Tuesday09:00–17:00
Wednesday09:00–17:00
Thursday09:00–17:00
Friday09:00–17:00
SaturdayClosed
SundayClosed