Lupin Way, Yeovil, Somerset, BA22 8WW
FCA Number: 148300
Total No. Advisers: 8
No. Offices: 5
Locations: Bristol, Taunton, Yeovil, Weymouth & Weston-Super-Mare
- Matthew Potter
- 01935 423667
- Matthew.potter@albertgoodman.co.uk
- www.albertgoodman.co.uk
Matthew Potter
Location: Yeovil
Telephone: 01935 423667
DipFA.CeMap 1,2,3. Specialises in full holistic advice - Inheritance Tax Planning, Trusts, Protection.
Lorraine Balcombe
Location: Yeovil
Telephone: 01935 423667
Mortgage Consultant - CeMAP Diploma CeRER. Specialises in Moving House, Remortgages, Equity Release, Bridging Loans.
Michael Boateng
Location: Yeovil
Telephone: 01935 423667
Dip PFS, specialising in Auto Enrolment, Workplace Pensions and Business Protection.
- Corporate
- Trust and Estate
- Older Client
- Family
- PI and Court of Protection
- Property
- Portfolio Management