Woodgate Financial Planning Ltd
10th June 2019
Whatever financial future you want, we’re here to help; which may involve pensions, wealth management, later life advice, estate planning.
We can advise you on
-
Investments
- Ethical investments
- Investing for income
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
-
Insurance & protection
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
-
Pensions & retirement
- Annuity purchase
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
-
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
-
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
-
Business
- Corporate pension
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
-
Financial planning
- Wealth management
-
Long term care
- Long term care
Meet our advisers
David Wright DipPFS, Associate of STEP
Director
Qualifications & Accreditations
J12 - Securities advice and dealing (CII)
This exam accesses understanding of the features and risks of different securities, the structure and features of the securities market and relevant factors and considerations for appropriate investment recommendations.
CF8 - Certificate in Long-Term Care Insurance (CII)
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.
J01 - Personal Tax (CII)
At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.
J02 - Trusts (CII)
At the end of this unit, candidates should be able to demonstrate an understanding of the: legal principles associated with the creation and management of a trust; main types of trusts that are common in the UK; taxation considerations relevant to trusts.
CF6 - Certificate in Mortgage Advice (CII)
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
Diploma In Financial Planning (CII)
This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.
Dip PFS - Personal Finance Society Diploma (PFS)
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
CeMAP - Certificate in Mortgage Advice and Practice (LIBF)
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
CF2 - Investment and Risk (CII)
This examination assesses a knowledge and understanding of investment products and the risks involved.
J06 - Investment Principles, Markets and Environment (CII)
At the end of this unit, candidates should be able to demonstrate an understanding of: how the economic environment and individual company performance affects investment performance and investment decision making; how risk is measured and managed; the main principles governing how to construct an investment portfolio; the range of investment management services, how their performance is evaluated and their regulatory environment.
Anna Sidat DipPFS, BSc(Hons)
Financial Planner
Qualifications & Accreditations
J12 - Securities advice and dealing (CII)
This exam accesses understanding of the features and risks of different securities, the structure and features of the securities market and relevant factors and considerations for appropriate investment recommendations.
Dip PFS - Personal Finance Society Diploma (PFS)
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
R06 - Financial Planning Practice (CII)
This qualification helps advisers develop and demonstrate their financial planning capabilities.
R01 - Financial Services, Regulation and Ethics (CII)
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
AF5 - Financial Planning Process (CII)
This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.
R02 - Investment Principles (CII)
This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
R05 - Financial Protection (CII)
This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.
R04 - Pensions and Retirement Planning (CII)
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
R03 - Personal Taxation (CII)
This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.
AF6 - Senior management and supervision (CII)
At the end of this unit, candidates should be able to demonstrate their ability to apply and evaluate the supervision principles and practices in a retail financial services business
J05 - Pension Income Options (CII)
At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.
AF3 - Pension Planning (CII)
This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.
What our clients say
The skillful management of our money has given us peace of mind. Woodgate takes the stress away - especially when we had family inheritances to invest and didn't know what to do for the best outcomes.
Your personal approach, 6 monthly meetings and email access is fantastic. Advice is always available. Nothing is too much trouble. Staff are very professional and you have provided a good investment portfolio which gives me confidence during this period of uncertainty.
Brilliant service. Money going up, no headaches sorting tax out. Everything is done for me. Will recommend you to everyone.
Where to find us
80-81 Woodgate, Loughborough, Leicestershire, LE11 2XE
Make an enquiryAbout us
As an associated business of Moss Solicitors, Woodgate Financial Planning offers comprehensive independent financial advice as you would expect but also recognise there are many occasions where the legal and financial worlds overlap.
So whether 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.
By combining our financial expertise with legal expertise within Moss Solicitors, we ensure that Clients receive the best possible advice and a cost effective service. We also benefit from a working relationship with Cound & Co Accountants to further enhance our Tax Planning service and to provide a full joined up approach to help shape your financial future.
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