It’s official – we’re been named one of the top financial planning firms in the UK by a leading industry publication for the second year in a row!
Every year, Citywire New Model Adviser scours the country to compile their Top 100 list. They look for outstanding firms that go above and beyond when it comes to client care, best practice, innovation and forward-thinking advice.
For 2024, the judges singled out Goodmans’ commitment to service excellence, from locking in our independence as an employee-owned business to upgrading our Exeter office and enhancing our systems to better protect clients.
Making the Top 100 again reflects our team’s hard work and commitment to maintaining the highest standards. We’ll always go the extra mile to help our brilliant client community reach their goals and live the lives they deserve. We’re confident our clients know this, but it’s nice to have it recognised by the wider industry too!
We’re grateful to Citywire NMA for recognising our work and for continuing to celebrate the best of the financial planning community.
As we approach our 30th year in business, a huge thank you goes to our clients who are the reason we’re here in the first place!
Read about the values that underpin who we are and what we do.
