PLYMOUTH, UK. September 17th, 2026 – Goodmans Financial Planning has launched a new mobile app designed to give clients across the South West secure and convenient access to their financial plans, documents and advice team wherever they are. The new app provides a simple way for clients to stay connected with their finances and handle everyday tasks directly from their phone or tablet.
Developed in partnership with back-office technology provider Plannr, the app is now available to more than 540 client families, giving them another way to manage their financial planning administration digitally.
Clients can use the app to view investments and accounts, access important documents, upload paperwork, check outstanding actions and send secure messages to the Goodmans team. It works alongside Goodmans’ existing web-based client portal, providing additional flexibility for clients who want to keep track of their finances and complete key tasks while on the move.
Security has been an important consideration behind the launch. As email continues to be targeted by scammers, the app provides clients with an encrypted channel for sharing sensitive information and communicating privately with Goodmans. The launch is also part of the firm’s wider investment in digital technology, designed to improve the client experience while maintaining the personal, relationship-led approach for which Goodmans is known.
Andrew Moore, Managing Director at Goodmans Financial Planning, said: “Client experience has always been at the heart of what we do, and the Goodmans app is an important next step in how we support our clients, providing secure, on-the-go access to their financial information and advice team.
“Technology will never replace personal advice and face-to-face conversations at Goodmans. But the app will make everyday admin easier and help clients engage with us and their financial plan in a simpler, safer and more convenient way.”
The launch follows an extensive period of testing and feedback from clients, with early users contributing to the development of the final app. The technology is also designed to improve efficiency behind the scenes by connecting directly with Goodmans’ back-office systems, helping the team manage client communications, documents and information more efficiently and securely.
The Goodmans app is available now through the Apple App Store and Google Play Store by searching for Goodmans FP. Clients can use their existing client portal details to log in or contact Goodmans for assistance with getting started.
For more information, visit https://www.goodmansfp.com/news/the-goodmans-app-is-here
