Williams Farrall Woodward

Independent Financial Adviser  Williams Farrall Woodward, Suffolk, Ipswich, IP4 1DL
First meeting at adviser's own cost
It's the quality of the advice, not the quantity, that matters.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Payment protection insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Stockbroking services
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Long term care
Response rating
8.6/10
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FCA authorised
Last authorised 18th October 2021
Meet our advisers
MR Kevin Archer MIFS Dip (FA) ACSI
Financial Adviser

ACSI membership of the CISI, and denotes commitment to professionalism. It is awarded to those with a suitable combination of qualifications and experience.

MS Alice Farrall BA(Hons)Cert CII (MP) Dip PFS
Partner

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

MR Richard Proctor BA(Hons) Dip PFS
Financial Planner

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

MR David Williams
Consultant

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

MR Steven Farrall
Senior Partner

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

About us

WFW was established in 1995 to provide transparent and fully accountable financial planning and advice services on a fee basis. With a strong commitment to ongoing service. Over the years this philosophy has proved successful. We have two equity partners (who are both fully qualified advisers) and two financial advisers and well-trained support staff. We have always been skilled users of information technology which we use to drive our business, financial planning and ongoing client service commitment. We have developed our own bespoke excellent value investment portfolios which have delivered proven returns. We love the intricacies of pensions - in the sense that we can sort out the jungle of jargon for our client's benefit (although philosophically we'd much prefer it if it was all genuinely simplified). We have the skills to help people in later life with things like equity release and cashflow planning. We are also very committed to engaging young people in the self reliance that comes from the careful financial planning of their own futures. Ultimately we are here to simplify things, save you money and put YOU in control of your financial life.

Our services

We listen. It's your money and life. As to our expertise, we are skilled at portfolio management and investment generally. We a have good knowledge of the pensions rules. We apply the financial planning process to all clients but we do not inflict it upon you.

Where to find us
Head office address: Williams Farrall Woodward, Priority House, 8 Turret Lane, Suffolk, IP4 1DL
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
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Although we diligently tick all the FCA boxes, as their rule book is now one million plus paragraphs long, it is a practical impossibility to 'comply'. For our guidance as to how to operate our business (and our lives) we aspire to conform to the Ten Commandments, particularly the last Six - see here <url hidden>

Response rating
8.6/10
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FCA authorised
Last authorised 18th October 2021

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