Who we are and how we work...
Our founder and Senior Partner, Mike Goodenough heads up our team and with his approachable and relaxed manner has helped generations of Client's with their various needs with Pensions, Investments and Protection.
Mike's comprehensive experience within highly complex and technical areas such as Inheritance Tax Planning, Trusts and Drawdown Pensions has led us to be entrusted with looking after an increasing number of Private Clients with Personal Investment Portfolio's. In addition to this specialised area Mike provides financial protection for individuals, families and business owners.
A strong support structure surrounds Mike in looking after our Clients, including Mike & Penny's son Adam and daughter Amy and Technical Liaison Graham Slingsby Between us all we endeavour to build on the close relationship supporting our clients that started over 25 years ago.
We are passionate about safeguarding our client’s financial interests for the coming years so, whether it is Investment, Pension Planning or Insurance advice, we would like to get to know you and see how we can help.