Chloe Goodman
Paraplanner
Chloe has worked in financial services for nearly five years. She came into the sector after completing a degree in Business and Management, then later obtaining her Diploma in Regulated Financial Planning.
Chloe’s role is very diverse. Some days are spent conducting research and analysis on behalf of the advisers, while on other days she will be talking to clients and reviewing their investments to ensure they remain suitable.
What makes you smile outside of work?
I love spending time with family and going out for dinner accompanied by a nice glass of white wine! On the weekend, I love to exercise and catch up with friends. As soon as it is sunny outside, that is where you will find me until the sun goes down.
Supported by...
Forrest
Cockapoo
Named after Forrest Gump, Chloe’s pooch never leaves her side. You will usually find him sitting under her desk. He loves a long walk and the occasional swim in the local lake after work.
Thomson Gray Wealth Management Limited is registered in England & Wales no. 07596937. Registered office, 4 Duncan Close, Redhouse Square, Moulton Park, Northampton NN3 6WL.
Authorised and regulated by the Financial Conduct Authority. Thomson Gray Wealth Management Limited is entered on the Financial Services Register https://register.fca.org.uk/ under reference 564126. If you wish to register a complaint, please write to us at the address above, call us on 01604 499134 or email us at enquiries@thomsongray.co.uk.
A summary of our internal procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567.
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