Woodgate Financial Planning Ltd

We can help if you: 

→ Need advice on a specific financial matter e.g. Pensions, Investments, Inheritance Tax, Trusts, Care Fees
→ Need advice on planning for retirement
→ Have experienced a change in your personal circumstances
→ Need help as your financial affairs are becoming too complex to handle
​
Contact us today for a 𝗙𝗥𝗘𝗘 𝟯𝟬 𝗺𝗶𝗻𝘂𝘁𝗲 𝗰𝗼𝗻𝘀𝘂𝗹𝘁𝗮𝘁𝗶𝗼𝗻 to find out more about the service and how we can help:

𝟎𝟏𝟓𝟎𝟗 𝟔𝟑𝟓 𝟒𝟔𝟕
𝐞𝐧𝐪𝐮𝐢𝐫𝐢𝐞𝐬@𝐰𝐨𝐨𝐝𝐠𝐚𝐭𝐞𝐟𝐩.𝐜𝐨.𝐮𝐤
𝐰𝐰𝐰.𝐰𝐨𝐨𝐝𝐠𝐚𝐭𝐞𝐟𝐩.𝐜𝐨.𝐮𝐤​

At Woodgate, we hold the 𝐏𝐅𝐒 𝐏𝐞𝐧𝐬𝐢𝐨𝐧 𝐓𝐫𝐚𝐧𝐬𝐟𝐞𝐫 𝐆𝐨𝐥𝐝 𝐒𝐭𝐚𝐧𝐝𝐚𝐫𝐝  which is a voluntary code of conduct for giving advice on 𝗗𝗲𝗳𝗶𝗻𝗲𝗱 𝗕𝗲𝗻𝗲𝗳𝗶𝘁 𝗣𝗲𝗻𝘀𝗶𝗼𝗻 𝗧𝗿𝗮𝗻𝘀𝗳𝗲𝗿𝘀 (𝗙𝗶𝗻𝗮𝗹 𝗦𝗮𝗹𝗮𝗿𝘆 𝗦𝗰𝗵𝗲𝗺𝗲𝘀).

And as an associated business of Moss Solicitors, we offer comprehensive  𝐈𝐧𝐝𝐞𝐩𝐞𝐧𝐝𝐞𝐧𝐭 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐀𝐝𝐯𝐢𝐜𝐞  as you would expect, but also recognise that there are many occasions where the legal and financial worlds overlap. We also work with local Chartered Accountants to ensure that your tax needs are catered for.

If financial advice is all that you require, that's fine too!