Albert Goodman Financial Planning Limited

Name: Albert Goodman Financial Planning Limited
Address: Goodwood House, Blackbrook Park Avenue, Taunton, Somerset, TA1 2PX, GB
Telephone: 01823 286096
Price range: $$
Rating: 4.8

aka Albert Goodman Chartered Financial Planners, Albert Goodman Financial Planning Limited

Authorised FRN 148300 4.8 (55)

About

Albert Goodman are a firm of Chartered Accountants who look after all sizes of business and also private clients, in the city or rurally across the South…

Source: albertgoodman.co.uk

Contact & Location

Address

Goodwood House, Blackbrook Park Ave, Taunton TA1 2PX, UK

More advisers in Somerset

Phone

01823 286096

Website

albertgoodman.co.uk

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Opening Hours

Monday8:30 AM – 5:00 PM

Tuesday8:30 AM – 5:00 PM

Wednesday8:30 AM – 5:00 PM

Thursday8:30 AM – 5:00 PM

Friday8:30 AM – 5:00 PM

SaturdayClosed

SundayClosed

Specialisms

Mortgages Alternative Investments Pensions Retirement Investments

Regulatory Information

FRN: 148300
Status: Authorised
Date Authorised: 1 December 2001
Years Authorised: 24 years
Regulator: FCA
Disciplinary Record: Clean Record

FCA Permissions (20)

Show all permissions

✓Acting as a CBTL arranger
✓Acting as a CBTL advisor
✓CBTL Status
✓CBTL Effective Date
✓Agreeing to carry on a regulated activity
✓Acting as a CBTL Arranger
✓Acting as a CBTL Advisor
✓Advising on P2P agreements
✓Advising on Pension Transfers and Pension Opt Outs
✓Debt-counselling
✓Credit Broking
✓Making arrangements with a view to regulated mortgage contracts
✓Making arrangements with a view to a home reversion plan
✓Arranging (bringing about) regulated mortgage contracts
✓Arranging (bringing about) a home reversion plan
✓Advising on regulated mortgage contracts
✓Advising on a home reversion plan
✓Making arrangements with a view to transactions in investments
✓Arranging (bringing about) deals in investments
✓Advising on investments (except on Pension Transfers and Pension Opt Outs)

Companies House

Company Number: 02989819
Company Status: Active
Incorporation Date: 14 November 1994
Directors: 7
Accounts Category: Small
Last Accounts Filed: 31 March 2025
SIC Codes: 66190

Team (18)

Joanne Tracey Clements
ApprovedCertified
Reme Dean Fox Holland
ApprovedCertified
Michael Brian Seagrove
ApprovedCertified
Calum Mark Butt
ApprovedCertified
Louise Claire Osborne
ApprovedCertified
Claire Rosemary Musson
ApprovedCertified
Lucy Frances Carnell
Certified
David Peter Scull
Certified
Christian Roy Hartnell
Certified
Iain Robert McVicar
Certified
Paul Andrew Holt
Certified
Lorraine Balcombe
Certified
Matthew Keith Potter
Certified
Paul Edward Cuff
No longer required
David Henry Griffin
No longer required
Gary John Barlow
No longer required
Richard John Hill
ApprovedCertified
Stephen Workman
ApprovedCertified

Google Reviews

4.8

55 reviews on Google

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Sourced from Google Business Profiles. We display the aggregate rating and review count but do not host individual reviews. Data is refreshed periodically.

Quick Facts

Taunton, South West
24 years FCA-authorised
20 registered individuals
5 specialisms
20 FCA permissions
CH 02989819

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Data Sources

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This listing is auto-generated from publicly available data on the FCA Financial Services Register and Companies House. approval.co.uk does not endorse or recommend this adviser or firm. Verify current authorisation status at register.fca.org.uk.