Start your Financial Journey

How we can help you

Everything we do is centred around you and the life you want.

Clients we work with

We work with motivated individuals to help them achieve their financial goals.

Professionals we work with

We've partnered with local Firms in Loughborough to ensure that all your legal, tax and financial needs are looked after.

About Woodgate

Our expertise will give you the confidence to enjoy the lifestyle you desire.

Apple Orchard
What do our clients think?

Erica

"Working with the team at Woodgate helped us appreciate how skilful money management can improve our lives, so we can work towards a good retirement and hopefully pass on these values to our boys"

Keeping up to date

Having a break? Why not read some of our latest blogs?

Investment Update

Woodgate Director Andy Jervis met with Richard Urwin, Director and Head of our Investment Committee, on 9th February 2021 to have a look at how our clients' portfolios have been performing over the last year and what we can expect in the future. 

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Woodgate Financial Planning Ltd is an appointed representative of Chesterton House Financial Planning Ltd,

which is authorised and regulated by the Financial Conduct Authority.​

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We are also an associated business of Moss Solicitors, helping our clients to get both their Financial and Legal affairs in order.​

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© Woodgate Financial Planning Ltd. All rights reserved. All contents of this website are subject to Woodgate Financial Planning Ltd.

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Office Address:   80-81 Woodgate, Loughborough, Leicestershire, LE11 2XE.