Clients we work with

Ian

"Over time, often prompted by our discussions with the team, we find that we are fine-tuning our ideas, confident that Woodgate will do their best to maintain the strength of the portfolio. We have been impressed by their skill in rough financial times"

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."

Mrs Wall

"Because you are looking after my investments it is helping me with my welfare. Any time I have had a need for advice Woodgate's staff have been very helpful."

Stephen

"The skilful 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."

Liz

"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."

Mr and Mrs Harris

"We are fortunate in being able to enjoy our retirement thoroughly without worries; our family too have benefited. Thank you."

We work with...

We can work with you to create a financial strategy that inspires you to align your financial choices with the great life you want. Click on the image to see more about who we work with.

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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.

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

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

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