Holly Lemon

Client Manager at Goodmans Financial Planning Ltd

Holly Lemon's Professional Contact Details

Email (Verified)

****

Get Email Address

+44 1752 261144

Location

Plymouth, England, United Kingdom

Company

Goodmans Financial Planning Ltd

Person Seniority

manager

Holly Lemon's Current Company Details

Goodmans Financial Planning Ltd

England, United Kingdom • 9 Employees

finance

Goodmans are a boutique firm of Independent Chartered Financial Planners offering personal financial planning services to small business owners, executives and retirees in Devon & Cornwall. We help our clients develop their financial and lifestyle plans to bring their assets to life, delivering confidence and clarity ensuring that the maximum lifestyle is squeezed from pensions and investments. Our portfolios are evidence based and carry charges lower than any available on the high street. We excel at managing risk and ensure that clients carry only the amount of risk they need. Each client is supported by a team, including a highly qualified adviser, delivering in depth advice on aspects of financial planning. We work with solicitors and accountants if legal and accounting advice is required. All clients benefit from the work of our investment committee and ongoing investment governance. We excel in these areas. Helping company owners develop clear plans to achieve financial independence. Helping retirees manage their assets to maximise their lifestyle, to minimise investment costs and importantly to remove the fear that their assets won't last as long as they do. Assisting clients in later life to transfer their wealth to the next generation. Assisting trustees with the management of their investment responsibilities. We operate offices in Plymouth and Totnes for the convenience of our clients.

Founded Year

1995

Organization Website

goodmansfp.co.uk

Organization Languages

English

Organization Revenue

9200

Current Technologies

gmail

google apps

php 5 3