What I Offer…

I am a fully qualified Indpendent Financial Adviser with 19 years of experience in Financial Services.

Empathy, humility and a strong sense of ethics are my strongest assets and I pride myself being able to simplify and demistify financial planning. For me, a successful interaction is one where I can educate and empower my clients to a point where they can take an active interest in their own finances. Most of my clients go on to work with me for many years and a lot of them have become good friends. I prefer to work with clients who already know of my work which is why all of my new clients come through word of mouth recommendations.

I can advise on all aspects of Financial Planning but when it comes to recommending solutions, I am totally independent and can select products from across the whole market.

Some of the areas which I can help with are:

  • General Insurance
  • Protection
  • Savings and Investments
  • Retirement Planning
  • Mortgages including Buy To Let
  • Wokplace Benefits
  • Inheritance Tax Planning
Why I’m good at what I do…

I am a fully qualified Indpendent Financial Adviser with 19 years of experience in Financial Services.

Empathy, humility and a strong sense of ethics are my strongest assets and I pride myself being able to simplify and demistify financial planning. For me, a successful interaction is one where I can educate and empower my clients to a point where they can take an active interest in their own finances. Most of my clients go on to work with me for many years and a lot of them have become good friends. I prefer to work with clients who already know of my work which is why all of my new clients come through word of mouth recommendations.

I can advise on all aspects of Financial Planning but when it comes to recommending solutions, I am totally independent and can select products from across the whole market.

Some of the areas which I can help with are:

  • General Insurance
  • Protection
  • Savings and Investments
  • Retirement Planning
  • Mortgages including Buy To Let
  • Equity Release
  • Wokplace Benefits
  • Inheritance Tax Planning

 

 

Member Testimonials

  • Just a note to thank Donovan Goodman for his help and support; recently he took time out to speak with me and discuss business environment and opportunities in Gibraltar as I’m heading over there next month to meet a key client. Highly recommended.
  • No nonsense, easy to understand advice from a genuine and trustworthy guy. He talks to you in easy,simple to understand language. Donovan has looked after my pension now for some years, and I would not want it with anyone else.

What I do

  • Independent Financial Adviser & Mortgage Adviser

My Stats

Last online 22nd Oct 2018
Member since 22nd Jan 2010
Number of testimonials 2
Meetings attended 95

My Favourite Links