Jeremy Goodwin - Financial Adviser

Jeremy Goodwin, as a senior financial adviser with M&H Financial Planning, provides high quality, independent financial advice to a broad range of clients from all walks of life. His focus is to develop close relationships with his clients over the long term, so he is best placed to understand his clients’ requirements and goals. Jeremy regularly assesses his clients’ financial arrangements to ensure they provide an optimum level of return and personal reward.

Jeremy particularly enjoys advising on pensions and his range of expertise includes advising trustees in relation to small self administered schemes ('SSASs'), on group personal pensions and individual retirement planning. His specialist knowledge of investments comes to the fore in connection with inheritance tax planning.

Jeremy advises business clients and has set up life, critical illness and income protection policies for many, with various objectives in mind including inheritance tax planning, as well as key person and shareholder protection plans.

Jeremy holds the Financial Planning Diploma of the Chartered Insurance Institute.

Jeremy joined Mercer & Hole as an independent financial adviser in 1997. Prior to that, he was a self employed financial adviser for two years, following periods with the Inland Revenue and Ernst & Young.

Jeremy enjoys travelling, including his several trips to Africa, and gardening, playing the piano and walking. He is an active member of his church, where he often plays the organ.