Albert Goodman

What Albert Goodman does

Albert Goodman is a chartered accountancy and financial planning Limited Liability Partnership (LLP) founded in 1866 and headquartered in Taunton, Somerset. The firm delivers a comprehensive suite of professional services spanning accountancy, audit, payroll, corporate and personal tax, VAT, business recovery and insolvency, forensic accounting and valuation, corporate finance, and an in-house independent financial planning division covering investments, pensions, mortgages, protection, equity release, and employee benefits. Operating from five offices across South West England (Taunton, Bristol, Weymouth, Weston-super-Mare and Yeovil), the firm serves a deliberately sector-specialised client base including agriculture, landed estates, charities, healthcare practices, academies and education, construction and property, law firms, family businesses and SMEs, alongside high-net-worth individuals.

Service delivery rests on a multi-channel distribution model combining direct office consultations, video conferencing for national financial planning clients, client portals (AG Payroll, E-Payslips, Financial Planning Portal), and partner-led enterprise engagement. Technology is anchored by Xero Platinum Partner status for cloud accounting, supplemented by investment platforms (7IM, Nucleus, Transact), an Insignis Cash Solutions cash-management partnership, and proprietary AG Investment Portfolios including sustainable/ethical variants overseen by an internal investment committee. Revenue is generated through recurring compliance and advisory retainers, project-based corporate finance and recovery fees, ongoing financial planning advisory fees, and affiliate referral income from cash-management placements. Pricing is quote-based and not publicly disclosed; financial planning offers a free initial consultation and operates a salaried (non-commissioned) adviser model. The firm is privately held by its partners with no parent company or external institutional investment, holds B Corp accreditation, and is recognised as the No. 1 accountancy firm to work for in the UK (2022).

Name

Albert Goodman

Legal name

Albert Goodman LLP

Website

https://albertgoodman.co.uk

Company type

Private

Founded year

1866

Operating status

Operating

Headcount range

101–250 employees

Short description

Albert Goodman is a chartered accountancy and financial planning LLP founded in 1866, operating from five South West England offices and serving sector-specialised clients across agriculture, landed estates, charities, healthcare, construction, law firms, family businesses, SMEs and high-net-worth individuals.

Ownership category

akta.pro rank

Product category

Chartered Accountancy Services

NAICS

Offices of Certified Public Accountants (541211), Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF)

akta.pro secondary industries

Corporate Development & Strategic Partnerships Advisory (JVs, Alliances, Carve-outs) (BPAHAOAG), Bankruptcy, Insolvency & Restructuring Servicing (Consumer) (FSAKAJAK), Fraud Risk Management & Anti-Bribery/Anti-Corruption (ABAC) (BPAHAFAL)

Keywords

• Chartered accountancy services
• Tax advisory services
• Financial planning services
• Audit and assurance
• Corporate finance advisory

Headquarters

HQ city

Taunton

HQ country

United Kingdom

HQ region

Europe

Offices5 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Professional Services - Ongoing: Recurring revenue from long-term client relationships providing accountancy, tax, audit, and financial planning services. Clients engage the firm for ongoing compliance and advisory work.
2. Project-Based Professional Services: One-time fees for specific engagements such as business sales, acquisitions, due diligence, corporate restructuring, estate administration, and tax planning projects.
3. Financial Planning Advisory: Advisory fees for investment management, pension planning, mortgage arrangements, and protection insurance. Initial consultations are free; ongoing advice generates recurring revenue.
4. Cash Management Services: Partnership with Insignis Cash Solutions providing access to savings accounts and cash management; Albert Goodman receives referral/advisory fees for introducing clients.
5. Insolvency and Business Recovery: Fees for insolvency practitioner services including voluntary arrangements, administration, liquidation, and bankruptcy proceedings. Charged based on disbursements policy and charge-out rates.

Pricing tiers

Go-to-market motion3 records

Distribution channels5 records

Marketing channels6 records

Core offering

Albert Goodman is a chartered accountancy firm delivering accountancy, audit, payroll, and tax compliance (corporate, personal, VAT) alongside business advisory such as corporate finance, business recovery and insolvency, and forensic accounting. Through Albert Goodman Financial Planning Ltd it provides independent financial advice including investments via proprietary AG Investment Portfolios, pensions, mortgages, protection insurance, and estate planning. The firm operates from five South West England offices and serves sector-specialist clients including agriculture, landed estates, charities, healthcare, construction, law firms, family businesses and academies.

Product overview

Albert Goodman is a chartered accountancy and financial planning firm providing a comprehensive suite of professional services. The core offering consists of accountancy, audit, payroll, and tax services (corporate tax, personal tax, VAT, business tax) alongside business advisory capabilities including corporate finance, business recovery and insolvency, and forensic accounting. Financial planning services encompass investment management through proprietary AG Investment Portfolios, estate planning and trusts, retirement planning, pensions, mortgages, protection insurance, and employee benefits advisory. The firm operates across multiple sectors including agriculture, charities, healthcare, construction, family business, and law firms, with offices in Taunton, Bristol, Weymouth, Weston-super-Mare, and Yeovil. Albert Goodman also provides specialised services including cash management via Insignis partnership, business process automation, management accounts, and business protection solutions.

Differentiator

Problem solved

Functional benefit

Products and services

• Accountancy Full-service accountancy for businesses of all sizes, including preparation of accounts, Xero cloud accounting solutions, strategic planning and business advisory.
• Audits Annual audit services for companies and not-for-profit organisations delivering compliance, financial health checks and an assured financial history.
• Payroll Services (AG Payroll) Full payroll management including tax calculations, statutory deductions, auto-enrolment compliance, e-payslips, BACS payments and real-time HMRC reporting, supported by the AG Payroll client portal.
• Business Tax Corporate and personal tax return preparation, tax planning, compliance advisory, employee benefits optimisation and specialist matters including R&D claims and capital allowances.
• Personal Tax Personal tax return preparation, tax planning, compliance, inheritance tax mitigation, capital gains tax advice, residency and domicile guidance and global mobility services.
• VAT Advice Specialist VAT compliance, transaction support, dispute resolution, HMRC negotiations, VAT health checks and advice on special VAT schemes for businesses.
• Corporate Finance Business sales, acquisitions, mergers, restructuring, due diligence, business valuations and fundraising advisory services for owner-managed businesses and corporates.
• Business Recovery and Insolvency Urgent rescue and recovery solutions including company voluntary arrangements, administration, liquidation, bankruptcy proceedings and creditor advice.
• Forensic Accounting and Valuation Services Fraud investigation, accounting expert witness services, business valuations for matrimonial proceedings, shareholder disputes and commercial litigation support.
• Chartered Financial Planning Independent financial advice covering investments, estate planning, pensions, retirement planning, mortgages, protection and employee benefits, delivered through Albert Goodman Financial Planning Ltd.
• Estate Planning and Trusts

Quantifiable outcome

• No 1 accountancy firm to work for in the UK (2022)
• +1 more outcomes

Named customers8 records

Segments10 records

Ideal customer profiles6 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration7 records

Feature4 records

Partnerships

Five partnerships are on record, tiered core and flagship.

• PraxitycoreStrategic or Co-development PartnerInternational alliance of independent accounting firms. Albert Goodman is a member, enabling referrals and support for clients with international requirements through trusted partner firms worldwide.
• Corporate Finance NetworkcoreStrategic or Co-development PartnerNationally recognised corporate finance network. Membership provides access to deal flow and referrals for corporate finance transactions across the UK.
• XerocoreTechnology or IntegrationXero Platinum Partners - the highest partner status. Provides cloud accounting solutions enabling clients to manage accounts digitally with real-time KPI generation and automated payments.
• Equity Release CouncilcoreStrategic or Co-development PartnerAlbert Goodman only recommends equity release providers who are members of the Equity Release Council, ensuring consumer protection and product standards.
• Bristol International Balloon FiestaflagshipGTM or Marketing PartnerAlbert Goodman is headline sponsor of the Bristol International Balloon Fiesta, including Schools Tether Roadshow designed to engage young people with science and spectacle of ballooning.

Scale indicators5 records

Recent moves7 records

Expansion highlights6 records

Direct peers

• Bishop Fleming: South West England chartered accountancy and tax firm with multiple offices (Exeter, Bristol, Bath, Taunton, Torquay, Plymouth, Southampton, Truro). Closest direct peer — similar size, regional footprint, sector specialisations and full-service model including financial planning.
• PKF Francis Clark: South West based chartered accountancy firm with comparable headcount and a full-service offering spanning audit, tax, corporate finance, wealth management and insolvency. Direct overlap in client mix (SMEs, landed estates, agriculture) and geographic footprint.
• Saffery Champness: Top 20 UK chartered accountancy firm with strong landed estates, private client and SME practice. Comparable service breadth including financial planning, and similar partner-led model serving HNW individuals and family-owned enterprises.
• Moore Kingston Smith: London-based top 30 UK accountancy firm providing accounting, audit, tax and financial planning services to SMEs, charities and HNW individuals. Comparable mid-tier positioning with similar sector mix (charities, professional services, private clients).
• MHA (formerly MacIntyre Hudson): UK top 20 accountancy network with comparable sector specialist model and regional offices. Direct competitor for SME, healthcare, charity and agriculture accounting mandates across England and Wales.
• Azets: Top 10 UK accountancy and advisory group (PE-backed by Hg Capital). Competes in the same mid-tier space with strong regional presence, sector specialisations and financial planning arm — and represents a private-equity-backed consolidator model Albert Goodman is contrasted against.

Broad incumbents

• Crowe UK: Mid-tier UK accounting and advisory firm within the global Crowe network. Overlaps in audit, tax, corporate finance and financial planning, serving similar SME and mid-market segments across multiple UK regions.
• BDO UK: Top 5 UK accountancy and advisory firm. Competes for larger mid-market, SME and HNW clients with comprehensive tax, audit and wealth advisory services; broader international reach but overlapping service lines with Albert Goodman's mid-market practice.
• Evelyn Partners: UK wealth management and professional services firm combining investment management, financial planning and tax/accountancy services. Closest scaled competitor to Albert Goodman's Financial Planning subsidiary and HNW client proposition.
• Mazars UK: Mid-tier international audit and advisory firm with strong UK regional presence. Provides accounting, tax, corporate finance and wealth advisory services to SMEs, owner-managed businesses and HNW individuals — overlapping service lines with Albert Goodman at the upper end of the mid-market.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/albert-goodman-llp
• Xx.com/ag_llp

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles17 records

Subsidiaries3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Albert Goodman