Most of our new clients are referred to us by solicitors and accountants who trust us to look after their clients because of our specialist knowledge. So if you're looking for advice for either yourself, or as a Trustee or Attorney, give us a call and we'll explain how we can help. Take a look around our website for more information.
Served areas
- Kent, Sussex, Surrey & London
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We concentrate on the areas where our experience really does make a difference.
Our Retirement Planning Service will help you make informed decisions about how you should draw income from your pension plans and other investments.
Our Investment Service includes advice on portfolio construction and tax planning. We will also help you to keep your investments on track.
Advice to Attorneys, Deputies and Trustees is mostly concerned with investments and enables you to demonstrate that you're acting in the best interests of the donor or beneficiary at all times.
Advice on Care Fees funding will be of particular interest to Attorneys and Deputies but is also relevant for retired clients looking to plan ahead and for those with elderly relatives who may need help in the near future.
Our Employee Benefits Team can help small and medium-sized enterprises with a wide range of employee benefits solutions including Workplace Pension Schemes.
And because we are a truly independent investment adviser in Kent and Tunbridge Wells, we always explore the full range of products and options available to you.
Our Retirement Planning Service will help you make informed decisions about how you should draw income from your pension plans and other investments.
Our Investment Service includes advice on portfolio construction and tax planning. We will also help you to keep your investments on track.
Advice to Attorneys, Deputies and Trustees is mostly concerned with investments and enables you to demonstrate that you're acting in the best interests of the donor or beneficiary at all times.
Advice on Care Fees funding will be of particular interest to Attorneys and Deputies but is also relevant for retired clients looking to plan ahead and for those with elderly relatives who may need help in the near future.
Our Employee Benefits Team can help small and medium-sized enterprises with a wide range of employee benefits solutions including Workplace Pension Schemes.
And because we are a truly independent investment adviser in Kent and Tunbridge Wells, we always explore the full range of products and options available to you.
Goodman Chartered Financial Planners has some of the best qualified and most experienced chartered financial planners you are likely to find. We've made it our business to concentrate on retirement planning, tax efficient investing and care fees funding. And because we are specialists we have detailed knowledge and practical experience you seldom find with more generalist Independent Financial Advisers.
Reviews (15)
Anne March
Feb 20, 2021
This appraisal is made on behalf of my mother, as well as myself as her sole LPA. We have long felt very fortunate to have appointed Neil Whitaker to advise on, arrange and manage my mother's financial affairs. For some four years now Neil has performed these responsibilities conscientiously, objectively and reassuringly. In short very well indeed.
He has always been meticulous in the advice and unfailing guidance he has given us - and has dealt firmly and effectively with an awkward family situation. We are most grateful for his very professional support and reassurances and his being ever mindful of my mother's best interests, in line with her known wishes. Neil Whitaker is a real credit to his profession and we would not hesitate to recommend him and his services. A deserved Five star rating.
He has always been meticulous in the advice and unfailing guidance he has given us - and has dealt firmly and effectively with an awkward family situation. We are most grateful for his very professional support and reassurances and his being ever mindful of my mother's best interests, in line with her known wishes. Neil Whitaker is a real credit to his profession and we would not hesitate to recommend him and his services. A deserved Five star rating.
Daryl Morrison
Jan 25, 2020
Neil Whittaker at Goodman Partnership has been advising me on all aspects of my financial matters for over 25 years. Initially it was general investment but gradually he built up plans for my retirement. I have been retired for a couple of years and am now able to enjoy peace of mind and plenty of travel. Without any hesitation I would recommend Goodman Partnership for any guidance in planning for the future. Well done Neil! Daryl Morrison
Hilary Buckley
Dec 12, 2019
I have no hesitation in giving this company and in particular Neil Whitaker a five star rating. My husband and I were floundering with our finances in terms of savings and investment but once we made contact with Neil he was able to talk us through in simple terms what we needed to do to secure ourselves financially for the future. He has always kept abreast of the market and informed us if he felt any adjustments were required to keep us 'on track'. With his help and advice we are now enjoying our retirement thanks to his ongoing support. Cheers Neil, we couldn't have done it without you!
Daryl Kay Hibbitt
Dec 04, 2019
Goodman Partnership have been my advisors for more than 25 years. They have always been highly professional but at the same time able to explain in the easiest to understand terms every step of the investment process and the impacts on the future. Their continued support on a yearly basis is greatly appreciated. Graham in particular has been extremely helpful and is always available to answer any queries no matter how small. I would have absolutely no hesitation in recommending Goodman Partnership and in particular Graham Hubbard
Anne Kyriazis
Oct 24, 2019
I originally consulted Neil Whitaker in order to obtain a care fees annuity for my mother for whom I hold power of attorney. Not only was he extremely helpful and obtained a very competitive annuity but also managed to negotiate a cap on future rises in her care home fees. Since then I have, on my mother's behalf, invested in two inheritance tax schemes and also had assistance from Neil in connection with my pension and my financial affairs. I highly recommend Neil and wish I had consulted him early than I did and I feel he is someone I can trust to give sound practical advice.
Carol Wilby
Sep 30, 2019
After the death of my husband I needed advice on my financial affairs. Neil Whitaker gave me advice on how to get the best results from my savings & income, to plan for my future. He explained everything in plain English, so that I could easily understand. The advice & information given to me was very informative, which helped me decide on the investments I made.
The Goodman Partnership gives excellent customer service. I get sent regular statements, valuation reports & annual reviews. I was very pleased to have found an excellent impartial independent advisor like Neil who has been advising me since 2013.
The Goodman Partnership gives excellent customer service. I get sent regular statements, valuation reports & annual reviews. I was very pleased to have found an excellent impartial independent advisor like Neil who has been advising me since 2013.
Tessa Frank
Sep 07, 2019
I sought financial advice because I had just sold my bungalow and wanted to know where to invest my money so that it would cover my Care Home fees however long I live. The help Neil Whitaker gave me was invaluable, advising a Care Annuity and where to invest the residue. This advice is working out well and Neil keeps an eye on my investments which are doing very satisfactorily despite an unsteady stock market. I am so glad I contacted The Goodman Partnership.
Clare Vickers
Jul 21, 2019
We realized to build an investment portfolio for retirement would involve a comprehensive understanding in several areas such as risk, annuities vs drawdowns, tax planning, inheritance planning, long term care costs, government tax changes etc. After reviewing all options, we decided to take professional advice. Neil Whittaker reviewed our life style choices, attitudes to risk and our aspirations.
By guiding us through a formal process that included risk analysis, profiling etc, he ensured we invested in the most appropriate funds. We have regular reviews to discuss changes in our circumstances and make suitable adjustments. We are also advised of fund management changes and the potential benefits by transferring to other investments. We have been treated with respect and taken through complicated processes with care. Neil is very willing to explain in detail any areas that are giving us concern. More importantly, by using The Goodman Partnership, we have achieved the life style we hoped for and have no hesitation in recommending them.
By guiding us through a formal process that included risk analysis, profiling etc, he ensured we invested in the most appropriate funds. We have regular reviews to discuss changes in our circumstances and make suitable adjustments. We are also advised of fund management changes and the potential benefits by transferring to other investments. We have been treated with respect and taken through complicated processes with care. Neil is very willing to explain in detail any areas that are giving us concern. More importantly, by using The Goodman Partnership, we have achieved the life style we hoped for and have no hesitation in recommending them.
Marion Lester-Smith
Jul 02, 2019
When my husband retired we decided to take some professional advice regarding our future financial plans. A friend highly recommended The Goodman Partnership. We contacted them and have been extremely pleased with their service and in particular with Graham Hubbard our personal adviser. His advise has been at all times, clear, concise and professional.
We have never felt pressured and his advise has already benefited us in the short term with the long term investments showing good promise. We would have no hesitation in recommending The Goodman Partnerships services.
We have never felt pressured and his advise has already benefited us in the short term with the long term investments showing good promise. We would have no hesitation in recommending The Goodman Partnerships services.
Pamela Carpenter
Jun 30, 2019
Following the transfer and management of my financial affairs to the Goodman Partnership some seven years ago, Neil Whitaker has been my Financial Adviser. The Annual Review meetings have been conducted in a friendly but efficient and thorough manner and the advice given has been tailored to meet my personal requirements. It has been thoughtfully, reassuringly and expertly designed, and I would readily recommend him and the Goodman Partnership to my friends and acquaintances. Mrs P A.C. of Sevenoaks, Kent April, 2019
Christine Edwards
Mar 27, 2019
We are so pleased to find an advisor who helps us look at all aspects of our future provision, not just savings and investments. Neil always listens to our concerns and requirements, and always tailors his advice to our specific needs. He explains things clearly, never rushes us, and responds quickly to our inquiries. He has given us peace of mind and we regard him as a friend.
H & R J Tunbridge Wells
We had an important, but complex, issue regarding when to start taking a pension and in what form would be best for our circumstances. Andy Kirk took us under his wing and was able to demystify everything, to a level that suddenly all those complex tables and terms became crystal clear. We are indebted to the help and professionalism provided by the Goodman Partnership.
Mrs P.
Graham, I am delighted to be finally receiving my annuity. As you know I delayed attending to this for some time, but after our first meeting at Goodmans I felt that I was in good hands. I would like to thank you for looking after the whole process for me. Your careful guidance in explaining the various options, the time spent with me, and your understanding of my personal situation as a whole was very much appreciated.
The procedure carried out by your firm in taking one through each step along the way is both professional and reassuring. I also much appreciated being kept informed throughout.
The procedure carried out by your firm in taking one through each step along the way is both professional and reassuring. I also much appreciated being kept informed throughout.
NGP Horsmonden
Thanks Neil for the time you spent meeting my parents and working with me to sort out their financial affairs, to make the most of their assets, as well as advising on benefits that they were entitled too. Neil helped move multiple investments into structured investment portfolios that made them a lot easier to manage, as well as providing considerable savings on Inheritance tax through approved investment companies.
I wish we had contacted Neil earlier as planning for your retirement needs were a bit more limited the nearer to end of life care. I am now discussing our own later life financial plans.
I wish we had contacted Neil earlier as planning for your retirement needs were a bit more limited the nearer to end of life care. I am now discussing our own later life financial plans.
Mrs V.