Monetary Planner joins South West chartered accountants

South West-based accountancy agency Albert Goodman has appointed Matthew Potter as Monetary Planning advisor.

He has joined from Taunton Mortgage Centre the place he was a mortgage adviser.

Mr Potter has 15 years’ expertise within the monetary providers business and 5 years in property administration, having beforehand labored at letting brokers Castlemoat.

He will likely be primarily based throughout Albert Goodman’s Yeovil and Weymouth workplaces, and can take accountability for serving to people and households to navigate the world of Monetary Planning and funding.

He’s a father-of-two who lives along with his household in Taunton and is understood within the city for his sporting achievements, having launched the Taunton Dragons basketball membership.

Mr Potter stated: “I’m wanting ahead to collaborating with my new colleagues to make sure Albert Goodman shoppers have the peace of thoughts to plan for the longer term with confidence.”

Reme Holland, Monetary Planning associate at Albert Goodman, stated: “Together with his expertise and market data, Matthew will likely be a key member of our staff.”

Albert Goodman has been serving to individuals and companies throughout the South West for greater than 150 years, having been based in 1866. Founder Albert Goodman was one of many very first members of the Institute of Chartered Accountants in England and Wales.

It opened a brand new central Bristol workplace final yr and has additionally expanded from Taunton into Yeovil, Weymouth and Weston-Tremendous-Mare.

It launched its Monetary Planning arm Albert Goodman Chartered Monetary Planners in 2003. It secured a B Licensed Company standing in 2023.

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