Chloe Goodman

Technical Assitant

I began working at Wealth and Tax as soon as I’d graduated with a degree in Business & Management. I am now training to be a Paraplanner here at Wealth and Tax and I am studying to further my knowledge, providing assistance to the rest of the technical team

Day to day, I spend time communicating with our clients and making sure everything is in order and ready for their meeting at the office with Tony. It’s incredibly rewarding work and I really enjoy working with the team. In my spare time I love socialising with my close friends and family especially dining out. I’m lucky enough to get on very well with my younger sister, so we often enjoy going to the gym and shopping together. I also have a mini-dachshund; he’s more than just a bit crazy about digging!

Other than that, I really enjoy going on holiday and have been lucky enough to visit some amazing destinations; my favourites being Singapore and Australia. For my next trip I am heading to South Africa and Mauritius and I can’t wait!