Phil Goldthorpe

I am responsible for providing financial and investment advice, ensuring the appropriate structure and tax efficiency, predominantly to the recipients of personal injury settlements. Over the last 12+ years I have gained a wealth of experience in dealing with claimants, trustees and Deputies.

I was fortunate to be able to purchase my first property in my early 20’s, but only because I had received some good advice from a family friend who was …….. a financial adviser. A few years later I had the opportunity to join an Insurance Company and started on my road to becoming an adviser. The rest as they say, is history – 25 years+ of it!

I have a quite a number of very long-standing clients and the fact that they are still really positive about their experience is fantastic. Away from the office I like to spend time with my two children, who are in the latter stages of university, so my wife and I are finally getting some time back for ourselves. We love walking in the Lake District and the Yorkshire Dales with our dog, family holidays and the occasional glass of wine.