Goodman Chartered Financial Planners

Great service,great advice......
Mar 10th, 2021

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
Feb 16th, 2020

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.
May 28th, 2020

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.
Oct 14th, 2019

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.
Jan 23rd, 2019