Woodgate Financial Planning Ltd

Independent Financial Adviser  80-81 Woodgate, Loughborough, Leicestershire, LE11 2XE
First meeting at adviser's own cost
𝐖𝐡𝐚𝐭𝐞𝐯𝐞𝐫 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐟𝐮𝐭𝐮𝐫𝐞 𝐲𝐨𝐮 𝐰𝐚𝐧𝐭, 𝐰𝐞’𝐫𝐞 𝐡𝐞𝐫𝐞 𝐭𝐨 𝐡𝐞𝐥𝐩; 𝐢𝐧𝐜𝐥𝐮𝐝𝐢𝐧𝐠 𝐩𝐞𝐧𝐬𝐢𝐨𝐧𝐬, 𝐰𝐞𝐚𝐥𝐭𝐡 𝐦𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭, 𝐥𝐚𝐭𝐞𝐫 𝐥𝐢𝐟𝐞 𝐚𝐝𝐯𝐢𝐜𝐞 𝐚𝐧𝐝 𝐞𝐬𝐭𝐚𝐭𝐞 𝐩𝐥𝐚𝐧𝐧𝐢𝐧𝐠. ★★★★★
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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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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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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Healthcare
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Income protection insurance
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Life insurance
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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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EEA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Long term care
Response rating
10/10
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FCA authorised
Last authorised 29th June 2020
Meet our advisers
Anna Sidat APFS, EFP, BSc(Hons)
Chartered Financial Planner

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

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.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

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 an ability to analyse pension and retirement planning issues.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

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.

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

At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills

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.

This qualification accesses the advanced skills needed for advising on income planning to those in and approaching retirement

Accreditations
Chartered Financial Planner
David Wright DipPFS, EFA, Associate of STEP
Director and Financial Planner

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.

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, mortgage products, repayment options and the giving of mortgage advice.

This examination assesses a knowledge and understanding of investment products and the risks involved.

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.

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.

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.

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.

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

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.

Ross Mackie APFS, EFP
Chartered Financial Planner

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

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.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

At the end of this unit, candidates should be able to demonstrate an understanding of: the main legal forms of business and how they are set up and managed; the consequences of bankruptcy or insolvency; business accounts and financial controls; the taxation of each type of business entity, its owners and employees; the main legal responsibilities businesses have to employees, suppliers and customers.

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

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 an ability to analyse pension and retirement planning issues.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.

This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.

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.

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.

At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills

This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.

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.

Accreditations
Chartered 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
About us

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
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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!

Where to find us
Head office address: 80-81 Woodgate, Loughborough, Leicestershire, LE11 2XE
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Response rating
10/10
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FCA authorised
Last authorised 29th June 2020

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