Our Story

Who we are

We’re an experienced team of Financial Planners, Paraplanners and support staff dedicated to supporting our client community.

Our team includes a Chartered Accountant and qualified Pension Transfer Specialists to offer a full range of services under one roof.

Based in Plymouth, we also have offices in Exeter and Bristol, enabling us to work throughout Devon, Cornwall and the West Country.

About our approach

What we believe in

Our values define who we are and underpin everything we do

Client experience is everything

It’s our mission to empower our clients to lead the lives they want and deserve while enjoying being part of the Goodmans community.

Long-term relationships matter

Many of our clients have been with us for years and grown with us; it’s something we’re really proud of and work hard to maintain.

Optimistic growth mentality

Looking forward to the future with confidence and enthusiasm, we encourage and empower our clients to do the same.

All rowing in the same direction

Staff and clients alike, we’re here to support each other in leading our best lives and enjoying our beautiful corner of the world.

Meet the team

Andrew Moore

Financial Planner and Managing Director

Andrew has worked within financial services for over 15 years, specialising in retirement and investment planning. As well as helping clients live their best lives, Andrew leads the Goodmans team and guides the future direction of the company.

Holly Moody

Financial Planning Director

At Goodmans since 2015, Holly was welcomed as a Director in January 2023 and now leads the advice team as well as heading up the Plymouth office. As a qualified Financial Planner and Pension Transfer Specialist, she continues to make her mark with client-centred financial planning.

Laura Milroy

Compliance Director

Laura joined Goodmans over a decade ago as a law graduate, starting in adviser support, then moving into a Paraplanning role before finding her home in compliance. As Compliance Director, she makes sure our processes and policies meet regulations and that everything we do is in our clients’ best interests.

David Byworth

Finance Director

David joined Goodmans in 2019 with 15 years’ experience in finance and revenue under his belt from both the public and private sectors. Coming on board as Finance Manager, David graduated to Director at the start of 2022. As a Chartered Accountant, he’s also our in-house tax expert.

Sam Capstick

Financial Planner

Sam joined Goodmans in 2017 and now heads up our Exeter office. Sam pairs skills in finance, pensions and investments with a strong desire to provide excellent service and achieve the best possible outcomes for clients.

David Martin

Financial Planner

David is a Chartered Financial Planner and Pension Transfer Specialist with over ten years’ experience in financial services. David specialises in retirement and investment planning that helps clients retire early and live the retirement of their dreams.

Tom Clark

Financial Planner

Tom joined Goodmans in September 2021 after a decade in the Royal Marines Commandos, achieving his Diploma in Regulated Financial Planning soon after. After intensive mentoring from our Managing Director, Andrew, Tom earned his stripes as a Financial Planner in early 2023.

George Gilham

Financial Planner

George joined our Exeter team in 2021, kicking off his career in financial services here as a Trainee Paraplanner before rapidly progressing into a full Paraplanner role. Bolstering his technical knowledge through on-the-job learning and study for industry exams, George evolved into a financial planning role in 2023.

Isabel Thomas

Financial Planner

Isabel joined us in May 2022 with several years’ financial experience and a Master's in Finance under her belt. Starting as a Paraplanner, she soon earned a vital supporting role on our Investment Committee and progressed to a financial planning role in 2023.

Quality, trusted advice

As Chartered Financial Planners, you can rest assured that we represent the gold standard of financial advice, as set by industry experts, the Chartered Insurance Institute (CII). This confirms our commitment to developing staff, maintaining ethical standards and providing the highest quality advice, service and ongoing support.

Find out more

What our clients say

“If I’ve ever got a question, or a concern, I know that Andrew or any of the team are only at the end of a phone or an email and they are just so quick at responding. You just get really sound, clear, consistent guidance and that’s what you need.”

Wendy Coulton

“Goodmans are a fantastic company. They’re really genuine, really kind, really caring. I’ve got absolutely no doubt in recommending Goodmans.”

Paul Hore

“Advice from Goodmans has given me the confidence to retire earlier than I originally thought I would. The information is always really good on how your investments are performing and the rates of return you can expect. If anybody asks me to recommend a financial adviser, I’d certainly recommend Andrew.”

Anthony Power, Goodmans client since 2012

“They take all the worry away from us in order that we can live our lives the way we want to. I would not hesitate to give a recommendation to Goodmans.”

Ged and Glen Edgcumbe, Goodmans client since 2013

Serving the South West for over 25 years

Who we are