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"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"
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How Values Based Financial Planning Works in Practice
If you are seeking financial advice, you may find that different advice firms use a variety of approaches in gathering information from you, and deciding what’s important to include. Many firms will take a product-driven approach, focusing purely on financial strategies and investment plans.