Hugo Goodale
BA (Hons), DipPFS
Hugo is enthusiastic yet empathetic with a passion for helping families build, secure and protect their wealth to pass on to their future generations.
With more than a decade of experience in the legal services industry, working in a family owned business, Hugo has a deep understanding with regards to the value of family connections.
Although Hugo is committed to providing exceptional client care he is determined to create and enjoy a good work-life balance spending time with his partner, Polly-Ann, and his two young daughters, Grace and Sophie, along with his wider family. Hugo's sporting activities and interests are going to the gym and rugby (more watching and less playing these days!).
About
In a world where uncertainty looms, it is clear that we, as individuals, must take more action to build, secure and protect our wealth.
Having spent over a decade in the legal services industry Hugo Goodale, Director of HG Wealth Planning, decided to create the Practice with the aim of offering a personalised wealth planning service combined with exceptional levels of client care. Putting our clients at the centre of what we do enables us to deliver a service based on building wealth, then securing it, then protecting it and then maximising the assets that pass to the next generation.
We accomplish this by working with our clients to:
- identify and understand their aims and objectives.
- take stock of their current situation and identify any areas that require immediate attention.
- put a personalised plan in place to meet the aims and objectives identified above.
- be adaptable to changes in their planning as a result of changes in their circumstances.
- ensure that the plan remains relevant and achievable via regular ongoing advice and reviews.
HG Wealth Planning holds integrity, loyalty and trust as core values and these form the foundation on which the Practice is built.
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Advice and services
We offer an excellent wealth management service which will help you achieve your goals
More about St. James's Place
St. James's Place Guarantee
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 27/06/2024
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
