Goodmans Financial Planning - Exeter

Address: 25 Southernhay E, Exeter EX1 1QP, United Kingdom.
Phone: 1392796435.
Website: goodmansfp.com
Specialties: Financial planner, Investment service.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible toilet, Toilet, Appointment required.
Opinions: This company has 8 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Goodmans Financial Planning

☎️1392796435

⏰ Open Hours of Goodmans Financial Planning

Monday: 9 am–5 pm
Tuesday: 9 am–5 pm
Wednesday: 9 am–5 pm
Thursday: 9 am–5 pm
Friday: 9 am–5 pm
Saturday: Closed
Sunday: Closed

Okay, here's a detailed description of Goodmans Financial Planning, crafted as a helpful and formal assistant, incorporating the provided information and aiming for approximately 400 words:

Goodmans Financial Planning: A Reliable Partner for Your Financial Future

For individuals and families seeking comprehensive and trustworthy financial planning services, Goodmans Financial Planning presents itself as a distinguished firm dedicated to guiding clients towards secure and prosperous financial outcomes. Located in the heart of Exeter, at Address: 25 Southernhay E, Exeter EX1 1QP, United Kingdom, Goodmans offers a personalized approach to investment management and retirement planning. Their phone number is 1392796435, and you can learn more at their website: goodmansfp.com.

Specializations and Services

Goodmans Financial Planning specializes in providing expert investment services and acting as a dedicated financial planner. They understand that every client’s situation is unique, and therefore, they prioritize developing tailored strategies to meet individual goals. Their services encompass a broad range of areas including:

Retirement Planning
Pension Management
Investment Portfolio Construction & Management
Financial Goal Setting
Estate Planning Considerations (though specific estate planning services may require further consultation)

Accessibility and Convenience

The firm is committed to providing a seamless and accessible experience for all clients. They offer both online appointments and on-site services, catering to diverse preferences. To ensure a smooth process, appointment required. Furthermore, Goodmans Financial Planning has taken steps to ensure accessibility, offering a wheelchair-accessible toilet and a standard toilet facility.

Client Feedback and Reputation

Goodmans Financial Planning consistently receives high praise from its clientele. Currently, the company boasts 8 reviews on Google My Business, with an impressive average opinion of 5/5. This strong feedback indicates a dedication to client satisfaction and a commitment to delivering valuable advice. It’s clear that clients appreciate the establishment of strong, trusting relationships with their advisors, valuing their attentive listening skills and the confidence-building insights they provide regarding investment performance.

Key Contact Information

Address: 25 Southernhay E, Exeter EX1 1QP, United Kingdom
Phone: 1392796435
Website: goodmansfp.com

---

👍 Reviews of Goodmans Financial Planning

Shaun T.

5/5

Great financial advice regarding our pensions. Having been with Goodmans from the start of our retirement we would 100% recommend the staff and the advice given by a great team. We are so pleased we found Goodmans and our financial advisor Sam Capstick.

andrew S.

5/5

Been with Goodmans for a few years now and like the relationship built up with our advisor. Very good at listening and building confidence on our investments performance. Offers good advice on our own products with them and our or investments. Would recommend.

piscean61

5/5

As always, my annual review went very well. The friendliness and professionalism of the advisers is second to none
All questions are answered and if not able to answer will seek one for you.
I would highly recommend Goodmans Financial Planning.

Steven D.

5/5

Excellent as always, complete trust in Sam and the decision making as we plan for our future. Would thoroughly recommend to friends and family.

Kelly H.

5/5

If you want sound financial advise with an advisor who understands your needs and is a pleasure to deal with choose Goodmans , highly recommend

Sandra C.

5/5

Such a pleasure to work with a great company who know us very well and care. Whole team are just brilliant. New offices are great too.

Andrew S.

5/5

Office in great location and Goodmans are a very professional and friendly financial advice firm - we have used them for years

Theresa K.

5/5