Most of our new clients are referred to us by solicitors and accountants who trust us to look after their clients because of our specialist knowledge. So if you're looking for advice for either yourself, or as a Trustee or Attorney, give us a call and we'll explain how we can help. Take a look around our website for more information.
- Kent, Sussex, Surrey & London
|Address||7 Vale Avenue|
|Phone Number||01892 500600|
Products & Services
We concentrate on the areas where our experience really does make a difference.
Our Retirement Planning Service will help you make informed decisions about how you should draw income from your pension plans and other investments.
Our Investment Service includes advice on portfolio construction and tax planning. We will also help you to keep your investments on track.
Advice to Attorneys, Deputies and Trustees is mostly concerned with investments and enables you to demonstrate that you're acting in the best interests of the donor or beneficiary at all times.
Advice on Care Fees funding will be of particular interest to Attorneys and Deputies but is also relevant for retired clients looking to plan ahead and for those with elderly relatives who may need help in the near future.
Our Employee Benefits Team can help small and medium-sized enterprises with a wide range of employee benefits solutions including Workplace Pension Schemes.
And because we are a truly independent investment adviser in Kent and Tunbridge Wells, we always explore the full range of products and options available to you.
We had an important, but complex, issue regarding when to start taking a pension and in what form would be best for our circumstances. Andy Kirk took us under his wing and was able to demystify everything, to a level that suddenly all those complex tables and terms became crystal clear. We are indebted to the help and professionalism provided by the Goodman Partnership.
Graham, I am delighted to be finally receiving my annuity. As you know I delayed attending to this for some time, but after our first meeting at Goodmans I felt that I was in good hands. I would like to thank you for looking after the whole process for me. Your careful guidance in explaining the various options, the time spent with me, and your understanding of my personal situation as a whole was very much appreciated. The procedure carried out by your firm in taking one through each step along the way is both professional and reassuring. I also much appreciated being kept informed throughout.
Thanks so much for coming in. It was brilliant to see you and I found the meeting extremely useful in answering the millions of questions I have.
Thanks Neil for the time you spent meeting my parents and working with me to sort out their financial affairs, to make the most of their assets, as well as advising on benefits that they were entitled too. Neil helped move multiple investments into structured investment portfolios that made them a lot easier to manage, as well as providing considerable savings on Inheritance tax through approved investment companies. I wish we had contacted Neil earlier as planning for your retirement needs were a bit more limited the nearer to end of life care. I am now discussing our own later life financial plans.