Woodgate Financial Planning

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!

Positive: Professionalism
We've been working with David and the guys at Woodgate for ten years, they are always professional and have helped us get our financial affairs in order.

I've been with Woodgate for 3 years now. They are managing my SIPP with professionalism and great customer service. I wouldn't hesitate to recommend them to others.

Positive: Professionalism, Quality, Responsiveness, Value
The team at Woodgate Financial Planning are always friendly and professional in their attitude and approach to meeting my personal requirements. I feel they understand their clients at a personal level

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.

I contacted Anna at Woodgate Financial regarding moving my pension. Anna thoroughly explained everything I needed to know. I was impressed by her knowledge.
With the collapse of the stock markets due to covid 19 I felt that Anna and Woodgate's ongoing support and constant updates were very encouraging.
I will always recommend them for all types of investment.

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!

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

Have dealt with Woodgate FP for over 2 years linked to Retirement Planning and have been extremely impressed with their advice and professionalism. I would, and have, recommended others to them without any hesitation.

The professional & friendly service provided by Woodgate FP has been of great comfort since 2013. They have been totally honest & forthright for myself & my extended family. They have provided expert advice to ensure our capital base has kept going forward. Pete Smith