Joe Goodman
Helping individuals, families and business owners match their income and assets of today, with their dreams and goals of tomorrow. A dedicated Financial Planner who believes financial advice should be clear, approachable and built around real life.
About
Joe Goodman Financial Planning is a client-focused financial advice business dedicated to helping individuals, families and businesses feel more confident about their financial decisions by offering personalised, down-to-earth guidance. Supporting clients at every stage of life, from building wealth and saving for the future, to preparing for retirement and protecting loved ones.
With a strong belief that financial planning should be clear, accessible, and genuinely helpful, we take the time to understand each client’s unique goals, values, and concerns. Whether it’s structuring investments for long-term growth, developing tax-smart strategies, or creating a plan to help safeguard what matters most, the focus is always on delivering advice that’s tailored, practical, and easy to understand.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
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Advice and services
We offer an excellent wealth management service which will help you achieve your goals
More about St. James's Place
St. James's Place Guarantee
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 17/07/2025
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
