Neil Goodlad

First impression from a user who is not yet a client

October, 2023

Please provide a brief comment about your experience with Neil

I very much appreciated Neil's clear and honest advice. Additionally he has excellent customer contact skills. If I am able to go ahead with my project, I will certainly use his services.

Neil's reply

Thank you Liz I hope you find the help you need in France ?? Neil

First impression from a user who is not yet a client

June, 2023

Please provide a brief comment about your experience with Neil

Very friendly. Thank you. I decided not to proceed with advice as it wasn't really the correct way forward for our circumstances. Had I decided to proceed, I would have been happy to work with Neil.

Neil's reply

Thank you for your feedback and your review. It was lovely talking to you and I hope your existing adviser addresses your financial planning need. Kind regards Neil

First impression from a user who is not yet a client

January, 2023

Please provide a brief comment about your experience with Neil

Full of knowledge and helpful

First impression from a user who is not yet a client

October, 2022

Please provide a brief comment about your experience with Neil

Neil was quick to get in contact with us and was honest in his explanation of what our options were.

Review from verified client

April, 2022

What were the circumstances that caused you to initially look for an adviser?

Needed help figuring out different pension options

How has Neil Goodlad helped you?

Helped me understand my options and figure out the paperwork

Have you seen the outcome you were hoping for?

Yes I have

What could they have done better?

Nothing, have been amazing the entire way through

Neil's reply

Thanks Terry

First impression from a user who is not yet a client

April, 2021

Please provide a brief comment about your experience with Neil

We've had a conversation and Neil seems keen to help.

Neil's reply

Thank you for the review.

First impression from a user who is not yet a client

April, 2021

Please provide a brief comment about your experience with Neil

Helpful with my options for reducing inheritance tax.

First impression from a user who is not yet a client

March, 2021

Please provide a brief comment about your experience with Neil

Gave very helpful high level advice on first conversation and totally clear on fees.

Neil's reply

Thank you for your review. I hope i can be of help in finding a better home for your savings. Kind regards, Neil

First impression from a user who is not yet a client

February, 2021

Please provide a brief comment about your experience with Neil

We found Neil very helpful and we are considering the options he gave us.

Neil's reply

Thank you for the review and it was a pleasure speaking to you.

Review from verified client

January, 2021

What were the circumstances that caused you to initially look for an adviser?

I have multiple pensions spread across multiple vendors and no real view of them I needed to bring them all together

How has Neil Goodlad helped you?

Provided advice and combined all my pension policies into one easy to manage policy

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Cannot answer this question due to Covid 19 restrictions making it impossible to judge.

Neil's reply

Thanks for the review. I am very pleased you are happy and I look forward to working with you in the future.

Review from verified client

January, 2021

What were the circumstances that caused you to initially look for an adviser?

Having reached retirement age and with 3 separate pensions, wanted advice on releasing some cash and possibility and advantages or otherwise of consolidating funds and types of investment available

How has Neil Goodlad helped you?

Provided excellent advice. Listened to my ideas and wish list and presented me with a number of options and associated pros and cons. Subsequently made all necessary arrangements and kept me informed and updated at all times

Have you seen the outcome you were hoping for?

Yes absolutely

What could they have done better?

I can't point to any negative areas. Having been in business for many years, it's really good to find someone who has the balance right between being proactive and just listening to you. To get replies to messages out of hours was a nice surprise too.

Neil's reply

Thank you for the review. I'm happy that you're happy. Neil

Review from verified client

January, 2021

What were the circumstances that caused you to initially look for an adviser?

Nearing retirement age and wanted to review and make the most of pension fund

How has Neil Goodlad helped you?

Researched existing pension plan and advised on options with potential better returns and more flexibility

Have you seen the outcome you were hoping for?

Yes. Funds successfully transferred and tax-free sum released

Neil's reply

Thank you for the review and I'm very happy that you are happy with my advice and service. Kind regards Neil

Review from verified client

January, 2021

What were the circumstances that caused you to initially look for an adviser?

Have an old pension policy taken out many years ago from a High Street bank that has not been performing very well over many years And wanted a professional to look and review my options

How has Neil Goodlad helped you?

Neil reviewed my existing policy with new better performing policies In a easy to understand report

Have you seen the outcome you were hoping for?

Neil has exceeded all my expectations

What could they have done better?

Extremely satisfied and thanks for your professional service

Neil's reply

Thank you for your review. I'm happy that you're happy!!

Review from verified client

January, 2021

What were the circumstances that caused you to initially look for an adviser?

Retirement, pension, investment planning and execution.

How has Neil Goodlad helped you?

Neil completed a detailed, thorough and long overdue review of my existing pension and financial circumstances taking into account my desire to retire early. Neil has found appropriate additional pension and investment products to help me maximise investment and allowance opportunities while maintaining a desired level of income and flexibility at an appropriate level of risk.

Have you seen the outcome you were hoping for?

Yes. Neil's excellent advice and careful income modelling have given me confidence to pursue my desired lifestyle. I am happy that I can make the most of tax and investment allowances, a key requirement. Neil's clear and transparent explanation of fees, charges, flexibility and risk were very important.

What could they have done better?

Nothing at this stage. Neil has completed everything I asked for in a professional and courteous manner. We are in regular communication and I look forward to a long and mutually beneficial financial relationship.

Neil's reply

Thank you for so much for the review. I'm happy that you're happy.

First impression from a user who is not yet a client

December, 2020

Please provide a brief comment about your experience with Neil

Very quick response. Clear and concise and engaging telephone manner. Highly recommended.

Neil's reply

Thank you for your review, it was great talking to you and I look forward to being able to help in the future. Neil

Review from verified client

October, 2020

What were the circumstances that caused you to initially look for an adviser?

For retirement planning and pensions advice

How has Neil Goodlad helped you?

Neil helped us regarding retirement planning and pensions advice, including pensions transfers from / to better pensions service providers

Have you seen the outcome you were hoping for?

Yes indeed

What could they have done better?

Neil, as an ultimate professional, was always on hand to help with all the questions we had. He helped us achieve our objectives. I can't recommend Neil highly enough.

Neil's reply

Thank you Mike Glad to be of service. Neil

Review from verified client

October, 2020

What were the circumstances that caused you to initially look for an adviser?

Originally retirement planning & investing in workplace lump sum & pension

How has Neil Goodlad helped you?

Neil has always been hugely helpful in explaining how my money can be best invested whilst considering my lifestyle,commitments & ensuring safety as well as grades of risk

Have you seen the outcome you were hoping for?

Absolutely. When my circumstances changed recently,he was very quick to reassess my finances & move sums appropriately to ensure I have income,savings & opportunities to continue my lifestyle.

What could they have done better?

As far as I am concerned Neil could do no more than he does.He regularly communicates with me, checking to see whether I am still satisfied with his recommendations,& explaining future wider issues which may need action to ensure safe keeping of funds/ accounts.

Neil's reply

Thanks Kate Hopefully we can meet up soon, although probably next year. All the very best. Neil

First impression from a user who is not yet a client

October, 2020

Please provide a brief comment about your experience with Neil

good

Neil's reply

Thank you Sue. I wish you well and if i can be of help in the future please let me know. Neil

First impression from a user who is not yet a client

September, 2020

Please provide a brief comment about your experience with Neil

We had a good friendly chat and it was clear that for a health check, I had no problems going forward. Unfortunately, I felt that there was no reason to use Neil's services as I happy to self invest (using passive funds) and there was no discussion in terms of financial behaviour coaching.

Repeat review from verified client

August, 2020

This review is a follow-up review from a client who left a review previously.

How has Neil Goodlad helped you since your last review?

As above plus always keeping me informed and updated in these very worrying and difficult times. Always exceedingly patient.

First impression from a user who is not yet a client

June, 2020

Please provide a brief comment about your experience with Neil

Neil was very professional and most helpful with the information he provided. He was able to answer my queries during our telephone conversation.

Review from verified client

December, 2019

What were the circumstances that caused you to initially look for an adviser?

Had some money to invest

How has Neil Goodlad helped you?

Gave me advice and set up an ISA for me

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing, quite happy with everything Neil did

Neil's reply

Thanks you for your review

First impression from a user who is not yet a client

December, 2019

Please provide a brief comment about your experience with Neil

Only had first meeting so not really able to make informed comments, But on first meeting Neil seems very professional

Repeat review from verified client

October, 2019

This review is a follow-up review from a client who left a review previously.

How has Neil Goodlad helped you since your last review?

Neil is swift to respond to any requests and advice, annually reviewing my small, but vital investment promptly each year.

Neil's reply

Thank you for your review. Very much appreciated.

Repeat review from verified client

October, 2019

This review is a follow-up review from a client who left a review previously.

How has Neil Goodlad helped you since your last review?

By reflective & future assessment of my situation & adjusting to appropriate solutions to meet changed circumstances.He reassures,enables & provides in a way completely in tune with my means,always ensuring the best solution at the time & for the future.

Neil's reply

Thank you for your review. Hope things are more settled now.

Review from verified client

October, 2019

What were the circumstances that caused you to initially look for an adviser?

Inheritance and financial planning following the death of my husband

How has Neil Goodlad helped you?

He discussed a range of options with me and then implemented the results

Have you seen the outcome you were hoping for?

Yes, although the market has not made quite the progress we hoped due to the economy.

What could they have done better?

I’m not sure that he could do much more. He responds to all my queries whether by phone, email or letter. I believe his advice to be sound and based on research

Neil's reply

Thank you for your review.

Repeat review from verified client

September, 2019

This review is a follow-up review from a client who left a review previously.

How has Neil Goodlad helped you since your last review?

Neil is a very knowledgeable financial advisor and has the ability to suggest ways of making the most of a pension pot. He explains things in simple terms so that anyone can understand the complex matter of handling a retirement fund, and he always puts my mind at ease whenever we speak.

Neil's reply

Thank you so much for your review.

Review from verified client

September, 2019

What were the circumstances that caused you to initially look for an adviser?

I needed advice on my pension that my provider was unable to help with

How has Neil Goodlad helped you?

Neil advised on what my best options were and arranged to transfer my pension to another provider to facilitate these options

Have you seen the outcome you were hoping for?

Yes, everything is running smoothly

What could they have done better?

I can’t think of anything that could have been done better

Neil's reply

Thank you for review. Very much appreciated.

First impression from a user who is not yet a client

August, 2019

Please provide a brief comment about your experience with Neil

Neil was very prompt in his response to make first contact, he arrived at the time we arranged to meet. On meeting him he is friendly & approachable. I felt comfortable discussing my finances with him.

Review from verified client

August, 2019

What were the circumstances that caused you to initially look for an adviser?

Review of my existing investments and inheritance tax planning.

How has Neil Goodlad helped you?

Made sure my that my investments were improved whilst changing them to meet the income I needed.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

My knowledge of financial issues is minimal. Neil has alway been very patient and diligent in explaining the disadvantages and benefits of any transactions he is proposing.

Neil's reply

Thank you for the review. Very much appreciated.

Review from verified client

August, 2019

What were the circumstances that caused you to initially look for an adviser?

Just to get on top of my financial situation and security

How has Neil Goodlad helped you?

With advice on pension planning and life cover

Have you seen the outcome you were hoping for?

work in progress

Neil's reply

Thank you Tim for your review. Very much appreciated.

Review from verified client

July, 2019

What were the circumstances that caused you to initially look for an adviser?

A need for help with selecting the right investments and funds for pensions, help with investing a lump sum for the future

How has Neil Goodlad helped you?

He outlined the various options available to me, selected pension plans which met my needs reflecting the changes in legislation which also had lower charges than my current provision.

Have you seen the outcome you were hoping for?

To date yes, he has also helped to allay some of my concerns with the volatility in the financial markets by ensuring I have the opportunity to adjust my level of risk as appropriate

What could they have done better?

To date very little if anything!

Neil's reply

Thank you Brian i will be writing shortly to cover the changes we discussed.

Review from verified client

July, 2019

What were the circumstances that caused you to initially look for an adviser?

I wanted an experienced adviser to help make optimal decisions with my savings.

How has Neil Goodlad helped you?

Neil provided many choices and options, all backed up with sensible advice.

Have you seen the outcome you were hoping for?

the results so far have been pleasing and we look forward to continued success moving forwards.

Neil's reply

Thank you Guy for your review!

Review from verified client

July, 2019

What were the circumstances that caused you to initially look for an adviser?

With the current uncertainty in financial markets I needed a better insight into my pension investment planning .

How has Neil Goodlad helped you?

Neil supplied the knowledge that was required to forward planets

Have you seen the outcome you were hoping for?

Yes, the portfolio is growing even in these uncertain times.

What could they have done better?

It’s difficult to think of anything he could have done better

Neil's reply

Thank you Gary for the review.

Review from verified client

July, 2019

What were the circumstances that caused you to initially look for an adviser?

Pension planning, buy to let financing, income after retiring.

How has Neil Goodlad helped you?

Ongoing advice as my work and financial circumstances have changed.

Have you seen the outcome you were hoping for?

My financial situation is a 'work in progress' but I am satisfied with the way things are going.

What could they have done better?

I don't think there is much more Neil could do given the complex nature finance is to most of us.

Neil's reply

Thanks Jim for the review

Review from verified client

July, 2019

What were the circumstances that caused you to initially look for an adviser?

My husband had a pension and we wasn’t sure what to do with the money

How has Neil Goodlad helped you?

He guided us as to where the best option for us . My husband has since died and I inherited the pension and Neil has been excellent

Have you seen the outcome you were hoping for?

It’s a little slow but it was what I expected

What could they have done better?

In my case not a lot he has been there for me every step of the way!! And explained every document

Neil's reply

Thank you Lorna for the review. I will continue to be there every step of the way for as long as you need me. Michael was a fantastic man.

Review from verified client

July, 2019

What were the circumstances that caused you to initially look for an adviser?

Continuing my long term private pension fund

How has Neil Goodlad helped you?

Neil advised me what my pension could potentially be. We discussed and updated my ‘risk’ factor. We selected the correct pension scheme for me.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing. He was very patient and tried to explain everything as best he could for me

Neil's reply

Thank you Deborah for your review.

First impression from a user who is not yet a client

December, 2017

Please provide a brief comment about your experience with Neil

Neil was friendly and patient.

First impression from a user who is not yet a client

August, 2017

Please provide a brief comment about your experience with Neil

At this stage we have had a conversation and meeting and I have provided Neil with some details of my existing pensions and he said it will take 4-6 weeks to collect the information from my existing pension providers and then prepare some proposals based on our conversation. This is within the free consultation remit and at this stage I am entirely satisfied.

Neil's reply

Thank you Graham and it was a pleasure meeting you today. The journey back was fine no problems at all. As soon as I have the information from your pension providers I will have a better idea as to what you hold. I will be in contact shortly. Thanks again for your review. Neil

First impression from a user who is not yet a client

June, 2017

Please provide a brief comment about your experience with Neil

Everything is good and he is dealing withmy issues. Dave

Neil's reply

Thank you David for the review. The letter of authorities have all been sent and I hope to have the information shortly. I'll ring to chase them at the end of next week and I will ring you as well to arrange a time to go through it with you. All the best and I will ring shortly. Neil

Review from verified client

June, 2017

What were the circumstances that caused you to initially look for an adviser?

I have been dealing with the Ray Galbally of The Woodman Partnership for money years, from an early part of my selling career. During this time, I have been given excellent advice from Ray - even when there was no financial benefit to him. Latterly, my account has mainly been dealt with by Neil Goodlad. Although my financial advice requirements are much simpler now, Neil has given the same degree of attention that I have been used to. Time will tell how effective my investments will perform in these uncertain times.

How has Neil Goodlad helped you?

Advising on investing maturing savings accounts.

Have you seen the outcome you were hoping for?

Too early to say.

What could they have done better?

Again too toon to say

Review from verified client

June, 2017

What were the circumstances that caused you to initially look for an adviser?

To manage my pension on retirement.

How has Neil Goodlad helped you?

Assessed the risk profile and illustrated various investment plans to fit the profile.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing - satisfied with the advice

Review from verified client

May, 2017

What were the circumstances that caused you to initially look for an adviser?

Advice re investment of lump sum a few years ago,in order to ensure safety,security & longer term financial security.

How has Neil Goodlad helped you?

Neil has always explained all his advice & proposed actions,whilst confirmimg risk levels & my specific situation & needs.

Have you seen the outcome you were hoping for?

Absolutely.Always had written confirmation & statements of activity promptly,& all his suggestions have enabled me peace 0f mind ,knowing that my interests are well monitored & considered.

What could they have done better?

No!Neil not only explains everything very clearly,but he ensures that I understand how he,his company & colleagues work to their clients demands.He drives miles to meet up for regular meetings & is always available by phone etc. Neil is a professional who cares about his client & I am most grateful for all his input.

Review from verified client

May, 2017

What were the circumstances that caused you to initially look for an adviser?

Inherited monies from late parents.

How has Neil Goodlad helped you?

Reviewed my original financial investment funds and advised to be just a little bit more speculative.

Have you seen the outcome you were hoping for?

I think so. Having worked in the financial services sector prior to retirement I do understand the ups and downs of the market but looking at long term I would hope that any monies withdrawn would recover in due course.

What could they have done better?

Being only a small time investor I believe Neil has done his best to research funds that meet my criteria and aim.

Review from verified client

May, 2017

What were the circumstances that caused you to initially look for an adviser?

I was already a client of The Woodham Partnership Ltd. when Neil joined the team.

How has Neil Goodlad helped you?

Recommended changes to my pension portfolio and suggested further investment in the pension to take advantage of tax incentives.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Don't know

Review from verified client

May, 2017

What were the circumstances that caused you to initially look for an adviser?

Just before retirement in 2016 I had a few private pensions that needed decisions to either take, consolidate or invest.

How has Neil Goodlad helped you?

He advised me to take 1 pension which had an annuity rate of 10.4%, to consolidate 2 others & invest the 25% value (tax free amount) over 8 years in a medium risk (4% minimum) investment. He advised me to cash in a small pension.

Have you seen the outcome you were hoping for?

I took his advise on all of the above & I am very pleased with the outcome.

What could they have done better?

The only advise I didn't undertake was a higher risk investment of the 25% pension value which I myself decided not to go with.

Review from verified client

May, 2017

What were the circumstances that caused you to initially look for an adviser?

I had a largest sum to be invested.

How has Neil Goodlad helped you?

Neil was part of the company that I have been using for over 10 years.

Have you seen the outcome you were hoping for?

yes.

What could they have done better?

Difficult, because our major investment decisions are made.

Review from verified client

May, 2017

What were the circumstances that caused you to initially look for an adviser?

Wanted to reduce the amount of days I work.

How has Neil Goodlad helped you?

Suggesting ways to make up for loss of earnings after reducing my working week.

Have you seen the outcome you were hoping for?

Yes, definitely.

What could they have done better?

Honestly, can't think of anything that could have been better.

Review from verified client

May, 2016

What were the circumstances that caused you to initially look for an adviser?

EARLY RETIREMENT.

How has Neil Goodlad helped you?

EXPLAINED EVERYTHING IN A WAY I COULD UNDERSTAND.

Have you seen the outcome you were hoping for?

YES, EVERYTHING IS GOING VERY WELL.

What could they have done better?

OTHER THAN ZERO FEE NOTHING

Review from verified client

April, 2016

What were the circumstances that caused you to initially look for an adviser?

It'd had been a while since I last reviewed my overall finances.

How has Neil Goodlad helped you?

Neil aided me in reviewing my protection plan.

Have you seen the outcome you were hoping for?

Neil went out of his way to find the best protection cover, whilst also helping me to lower the price.

What could they have done better?

Nothing, he went above and beyond my expectations.

Review from verified client

April, 2016

What were the circumstances that caused you to initially look for an adviser?

i felt that in the increasingly complex area of financial products i and my family needed help in ensuring we were correctly invested.

How has Neil Goodlad helped you?

Gave advice which was independent with no tie and which I felt I could trust and that has over the recent turbulence has proved to be sound.

Have you seen the outcome you were hoping for?

yes.

What could they have done better?

Not really sure I and my family are happy with the outcome of his advice