Woodbury Wealth Management

Independent Financial Adviser  Temple Quay, 1 Friary, Bristol, Devon, BS1 6EA
First meeting at adviser's own cost
Working with individuals, families & business owners to help them understand and achieve their financial goals.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Unit trusts
check
Lump sum
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Buildings and contents
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Large business
check
Life insurance
check
Small business
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Corporate pension
check
Group Protection/Life Insurance
check
Group critical illness
check
Group life insurance
check
Group risk
check
Long term care
Response rating
9.0/10
check
FCA authorised
Last authorised 26th July 2021
Meet our advisers
Matthew Tonkin Dip PFS
Financial Adviser
About us

I am an Independent Financial Adviser with Woodbury Wealth Management and a passionate advocate of really getting to know my clients, to understand what they want to do and where they want to go. I have been in the industry since 2008 and have experience of working in a number of different firms, from large Wealth Management organisations, to Private Banks and Chartered Accountancy firms.

Our services

We specialise in the following areas:

-Pension Transfers & Consolidation
-Retirement Planning
-Inheritance Tax & Estate Planning
-Tax Efficient Savings & Investments
-Personal & Business Protection
-Auto Enrolment & Company Benefits

Where to find us
Head office address: Temple Quay, 1 Friary, Bristol, Devon, BS6 6QP
Service coverage
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Response rating
9.0/10
check
FCA authorised
Last authorised 26th July 2021

Similar advisers near you

Independent Financial Adviser 0.42 mi
Truly independent financial advice tailored to your needs.
 
Independent Financial Adviser 0.47 mi
Independent and Chartered Financial Planners providing bespoke advice too match an individuals requirements
 
Independent Financial Adviser 0.62 mi
Our purpose is to help clients make intelligent money choices. We're independent and all our initial discovery meetings and analysis are without charge.
 
Independent Financial Adviser 0.65 mi
I help my clients make the right choices from all the options that they are presented with, so that they can lead the lifestyle in retirement that they want. My clients value the personalised nature of the service that I provide.