Continued focus on wealth management business

Posted on Mar 08, 2019

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The Goodman Partnership has sold its Employee Benefits division to the employee benefits specialist Goddard Perry Consulting. The decision has been made due to the retirement of a key member of the team. Moving forward, The Goodman Partnership will continue to grow its long-established personal financial wealth management business.

“We have enjoyed working closely with our employee benefits clients, some for more than 20 years,” says Andy Kirk, Partner at The Goodman Partnership. “For this reason, it was important for us to find a firm which could ensure that these strong relationships are maintained in the future.”

He continues: “We were very pleased that Goddard Perry was keen to take responsibility for looking after our corporate clients in the future; it became clear to us at an early stage that they have a similar, professional approach and are fully committed to employee benefit work.”

Goddard Perry has a team of more than 100 staff and its head office is based in Croydon, while it also has an office in Liverpool. 

“We are delighted with this acquisition and we very much look forward to working with the team at The Goodman Partnership over the coming months to ensure a smooth transition of all corporate clients to Goddard Perry,” says Steve Goddard MD of Goddard Perry. “Our expansion plans to grow via acquisition continue and we were attracted to this book due to the high level of professionalism at The Goodman Partnership and the strong relationships they have built up with their clients over the years; this was a good fit.”

Goodman Chartered Financial Planners is a trading name of Fairstone Financial Management Ltd. Fairstone Financial Management Ltd., is authorised and regulated by the Financial Conduct Authority – FRN: 475973 Registered in England and Wales no: 05574120. Part of the Fairstone Group. Where you have a complaint or dispute with us and we are unable to resolve this to your satisfaction then we are obliged to offer you the Financial Ombudsman Service to help resolve this. Please see the following link for further details: