Woodgate Financial Planning Ltd

Independent Financial Adviser 80-81 Woodgate, Loughborough, Leicestershire, LE11 2XE
First meeting at adviser's own cost
Response rating
9.5 /10
FCA verified
19th August 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
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Equity release
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
David Wright DipPFS, Associate of STEP
Director
Anna Sidat DipPFS, BSc(Hons)
Financial Planner
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.
Erica & Stephen, Leicestershire
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.
Liz Kinder, Leicestershire
Brilliant service. Money going up, no headaches sorting tax out. Everything is done for me. Will recommend you to everyone.
Mrs Coulson, Leicestershire
Where to find us

80-81 Woodgate, Loughborough, Leicestershire, LE11 2XE

Make an enquiry
About 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.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Compliance

Woodgate Financial Planning Ltd is an appointed representative of Chesterton House Financial Planning Ltd, Chesterton House, 2 Rectory Place, Loughborough, Leicestershire, LE11 1UW which is authorised and regulated by the Financial Conduct Authority (REF: 223951)

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