Woodgate Financial Planning Ltd

"Woodgate planners put a human face on Finance. They make sure they find out what your life goals are before doing anything. It's all about what you want your money to do for you - and not the other way round. Highly recommended."

"We've been working with Woodgate for just over a year now and we can't recommend them highly enough. Their professional, friendly and personable service is incredible. Nothing is too much trouble and everything is explained in a detailed but easily understandable way. We have full confidence in the team and know they have only our best interests at heart, which is a great feeling to have, especially when it comes to your finances!"

"I have been a client of the firm of solicitors with whom Woodgate Financial Planning is associated for nearly 40 years, and so was particularly interested when I was first made aware of the additional services that Woodgate could provide. I have now been a client of Woodgate itself since 2014, and in that time I have found their service excellent. In addition to both general and specific investment advice, they have also been invaluable in providing advice in relation to the most efficient and beneficial way to deal with private pension investment, and generally on pension entitlement. Not only am I very happy with both the style and the substance of the service that I have received from them during this time, but I would certainly recommend them as a reliable and trustworthy source of both investment advice, and financial planning and management."

"We have been using Woodgate for several years and feel very confident that we have chosen correctly for our financial advice. Staff are professional and quick to answer any queries, paperwork is always comprehensive and we trust that our advisor is doing what is right for us and in line with our wishes. If asked, I would highly recommend them!"

"Financial planning advice tailored to your personal circumstances and needs. Your Financial Planner stays with you to guide you through your investment & planning process. Accessible advice whenever you need it. Regular reviews and tracking ensure timely adjustments, checks & balances all take place to keep your finance performance safe and secure. Initial in-depth risk assessments are in place to ensure personal aims and expectation are driving your financial plan. Highly recommended."