Goodmans Financial Planning

With offices in Plymouth, Totnes, Exeter and Bristol, Goodmans Financial Planners has delivered trusted financial planning advice to clients across the South West for over 20 years. Actuate was first selected several years ago as Goodmans’ marketing partner to deliver its new brand identity, print collateral and website.

Since then, each year the Actuate team has been tasked with the design and delivery of some of its core client communication documents, including its flagship matrix book which is a key document for its client base.

Working alongside the Goodmans’ management team, Actuate and its partners worked on the development of the new Goodmans’ website to highlight its unique approach to financial planning. This responsive website design not only featured its front-facing marketing story but also included access to the all-important Goodmans’ client portal for existing clients to access their client information.