Goodman Chartered Financial Planners
Goodman Chartered Financial Planners is a UK-based company that specializes in providing financial services to clients. Their team of experienced financial consultants and planners offer a range of services including investment advice, superannuation consulting, and financial planning. As a trusted investment company, Goodman Chartered Financial Planners is committed to helping clients achieve their financial goals and secure their financial future.
Introduction to Goodman Chartered Financial Planners
Goodman Chartered Financial Planners is a renowned financial planning company based in Tunbridge Wells, England. Established with a vision to provide exceptional financial services to clients, the company has been in business for several years. What sets Goodman Chartered Financial Planners apart from other financial planning companies is their commitment to providing personalized services that cater to each client's unique financial needs.Services & products
Goodman Chartered Financial Planners offers a range of financial services, including financial planning, investment management, and superannuation consulting. The company's team of expert financial consultants works closely with clients to develop customized financial plans that align with their long-term goals. Additionally, the company offers investment management services that help clients build and manage their investment portfolios.Location
Goodman Chartered Financial Planners is located in the heart of Tunbridge Wells, a bustling town in the southeastern part of England. The town is home to a mix of businesses, including retail shops, restaurants, and professional services firms. Visitors to Tunbridge Wells can expect to experience a vibrant and lively atmosphere, with plenty of options for entertainment and leisure activities. The closest public transportation options to Goodman Chartered Financial Planners are the Tunbridge Wells and High Brooms train stations, both located within a mile of the company's office. The 281 bus also stops near the office.Benefits
Customers should choose Goodman Chartered Financial Planners because of the company's commitment to personalized service and attention to detail. The company's team of financial planners takes the time to get to know each client's unique financial situation and develops customized plans that are tailored to their specific needs. Additionally, Goodman Chartered Financial Planners has a proven track record of success in helping clients achieve their financial goals.Good to know
Customers should be aware that Goodman Chartered Financial Planners is a fee-based financial planning firm, meaning that the company charges a fee for their services rather than earning commissions on products sold.Reviews
Customers rave about Goodman Chartered Financial Planners' exceptional service and the company's ability to help them achieve their financial goals. One client wrote, "Goodman Chartered Financial Planners has been a game-changer for my financial future. Their team of experts has helped me develop a customized plan that aligns with my long-term goals, and I couldn't be happier with the results."Amenities
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computer -
wi-fi
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meeting room
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coffee maker
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reception desk
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parking
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financial advice
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investment advice
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tax planning
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insurance services
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free consultation
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online account access
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financial planning
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retirement planning
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insurance coverage
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wealth management
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budgeting assistance
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investment portfolio
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online trading
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brokerage account
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mutual funds
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stocks
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bonds
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etfs
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financial education
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investment strategies
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risk management
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mobile app
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customer support
FAQ
What types of financial planning services do you offer?
We offer a range of financial planning services, including retirement planning, investment planning, estate planning, and tax planning. Our team of experienced financial planners work with clients to create personalized financial strategies to meet their unique needs and goals.What types of investment options do you offer?
We offer a variety of investment options, including stocks, bonds, mutual funds, exchange-traded funds (ETFs), and alternative investments. Our financial planners work with clients to determine the most appropriate investment options based on their risk tolerance, financial goals, and time horizon.What are your fees and how are they structured?
Our fees are based on the services provided and are structured on a fee-only basis. This means that we do not receive any commissions or kickbacks from the products we recommend. Our fees vary depending on the complexity of the financial plan and the level of ongoing support required. We are transparent about our fees and provide clients with a clear breakdown of costs before any work is undertaken.What fees do you charge for your services and how are they calculated?
Our fees are calculated based on the scope of work required and are outlined in our engagement letter. We charge an hourly rate for financial planning services and a percentage of assets under management for investment management services. Our fees are structured to be fair and transparent, and we work with clients to ensure that our services are affordable and provide value.Can you provide references or testimonials from satisfied clients?
Yes, we can provide references and testimonials from our satisfied clients. We are committed to providing exceptional service and building long-term relationships with our clients. We have a proven track record of delivering results and helping clients achieve their financial goals.Reviews
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Anne March
This appraisal is made on behalf of my mother, as well as myself as her sole LPA. We have long felt very fortunate to have appointed Neil Whitaker to advise on, arrange and manage my mother's financial affairs. For some four years now Neil has performed these responsibilities conscientiously, objectively and reassuringly. In short very well indeed. He has always been meticulous in the advice and unfailing guidance he has given us - and has dealt firmly and effectively with an awkward family situation. We are most grateful for his very professional support and reassurances and his being ever mindful of my mother's best interests, in line with her known wishes. Neil Whitaker is a real credit to his profession and we would not hesitate to recommend him and his services. A deserved Five star rating.
18-06-2021
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Max Davies
Great service,great advice......
18-06-2021
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Lindsey Nathan
Neil recently provided advice to an elderly friend of mine who was feeling anxious about her financial situation. Neil was open, warm and gentle in his approach and offered advice to her in a straightforward manner. I would not hesitate to recommend Neil Whitaker.
18-06-2020
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Daryl Kay Hibbitt
Goodman Partnership have been my advisors for more than 25 years. They have always been highly professional but at the same time able to explain in the easiest to understand terms every step of the investment process and the impacts on the future. Their continued support on a yearly basis is greatly appreciated. Graham in particular has been extremely helpful and is always available to answer any queries no matter how small. I would have absolutely no hesitation in recommending Goodman Partnership and in particular Graham Hubbard
18-06-2019
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Clare Vickers
We realized to build an investment portfolio for retirement would involve a comprehensive understanding in several areas such as risk, annuities vs drawdowns, tax planning, inheritance planning, long term care costs, government tax changes etc. After reviewing all options, we decided to take professional advice. Neil Whittaker reviewed our life style choices, attitudes to risk and our aspirations. By guiding us through a formal process that included risk analysis, profiling etc, he ensured we invested in the most appropriate funds. We have regular reviews to discuss changes in our circumstances and make suitable adjustments. We are also advised of fund management changes and the potential benefits by transferring to other investments. We have been treated with respect and taken through complicated processes with care. Neil is very willing to explain in detail any areas that are giving us concern. More importantly, by using The Goodman Partnership, we have achieved the life style we hoped for and have no hesitation in recommending them.
18-06-2019
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Stella Beddoe
Neil is like part of my family! I was really impressed by the way he handled my mother’s financial affairs. After her death, I requested that he do the same for me. He has now been advising me for nearly 20 years. My portfolio is modest but he has always managed to get maximum yield from it, through boom and bust and I am so grateful.
18-06-2019
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Pamela Carpenter
Following the transfer and management of my financial affairs to the Goodman Partnership some seven years ago, Neil Whitaker has been my Financial Adviser. The Annual Review meetings have been conducted in a friendly but efficient and thorough manner and the advice given has been tailored to meet my personal requirements. It has been thoughtfully, reassuringly and expertly designed, and I would readily recommend him and the Goodman Partnership to my friends and acquaintances. Mrs P A.C. of Sevenoaks, Kent April, 2019
18-06-2019
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Anne Kyriazis
I originally consulted Neil Whitaker in order to obtain a care fees annuity for my mother for whom I hold power of attorney. Not only was he extremely helpful and obtained a very competitive annuity but also managed to negotiate a cap on future rises in her care home fees. Since then I have, on my mother's behalf, invested in two inheritance tax schemes and also had assistance from Neil in connection with my pension and my financial affairs. I highly recommend Neil and wish I had consulted him early than I did and I feel he is someone I can trust to give sound practical advice.
18-06-2019
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Gil Springett
After retirement in 2011 we needed to consolidate our finances and investments. We wanted a holistic review, taking into account our current status, and then a forward plan to meet our likely needs. Mindful of our attitudes to risk and tax, Neil developed a plan covering cash, ISAs and equity investments. These have been reviewed and developed regularly with Neil and we have been very happy with the results. Neil is backed up by a very friendly and efficient team. We have appreciated the consistency that has developed as a result of the years of knowledge about our personal situation and aspirations.
18-06-2019
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Tom Wooldridge Stevens
I have always thought that the advice from Neil has been well-considered and valuable, always taking into account my needs and requirements for the future. I feel secure having access to someone in whose opinion and expertise I have the utmost confidence.
18-06-2019
