Your team


Chloe Goodman



  • Shopping
  • Tapas
  • Sauvignon Blanc
  • Taking photos


  • Negative people
  • Heights
  • Hypocrites

At work

I completed my degree in Business and Management in December 2017 and I’ve worked at Wealth and Tax since then.

I work with our clients to carry out all of the recommendations that we’ve discussed with them. I also make sure Tony has everything he needs for client meetings. I spend a lot of time reviewing clients’ estate planning and working with them to make sure that everything is in order.

At home

I enjoy spending time with my family, especially my sister who I am very close with. I also enjoy catching up and going out for dinner with friends. I try to stay active by playing netball and going to the gym as much as I can. I do Pilates and spin classes quite often too.

Spotlight questions

On an ideal weekend, you can find me:

Spending time with family and friends, eating out

My favourite holiday destination is:

South Africa (Cape Town)

My favourite song to play in the car is:

‘September’ by Earth Wind and Fire

The first album I bought was:

Britney Spears 

If I could be any fictional character, I would be:

Mary Poppins

If I could turn any activity into an Olympic sport, I would win a medal in:


When the dessert menu arrives, I’m looking for:

Strawberry Pavlova

The three qualities that draw me to new people are:

A good sense of humour, positivity and honesty

My pet peeve is:

Loud eaters

The best gift I’ve ever received is:

A necklace from my grandmother

The three people at my dream dinner party would be:

Michael Jackson, Whitney Houston and Ricky Gervais

The three small things that make my day better are:

Getting lots of work done, going to the gym and having a good dinner

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Whether you’re local to us (Milton Keynes, Leighton Buzzard, Northampton, Bedford, London) or farther afield, our expert team of financial planning specialists can provide the advice and support you need to take care of your money effectively.

Call us today on 01908 523740 or use the form to request a callback.

The sooner you start planning with us, the sooner you can be living your dreams.

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