The Partners

Keith, Neil and Andy are Chartered Financial Planners. They are experienced investment advisers but have complementary areas of specialist expertise.

Keith Goodman, APFS is the firm’s Trust specialist but works with Neil and Andy on long term care and retirement planning matters.

Neil Whitaker, APFS advises elderly clients, their families and Attorneys on how to fund long-term care and related matters such as Estate preservation. Neil also has considerable expertise in advising Trustees on investment strategy.

Andy Smith, APFS, ACII is the firm’s retirement planning specialist which includes pre- and post-retirement investing as well as pension options at retirement. He is also qualified to provide advice on how to deal with or share pension entitlements on divorce.

The Goodman Partnership is Authorised and Regulated by the Financial Services Authority