What's important about
you?
money to
Woodgate's Wheel of MOTION
TM
Everything we do is centred around you and the life you want. Our six step process ensures that the advice we provide is right for you:
1. Mapping your goals
What’s important about money to you? You’ll meet one of our Financial Planners and complete the ‘Financial Road Map’, in which we will clarify your values and financial goals.
Investments & Wealth Management
Our personal investment strategy will enable you to reach your Financial Goals. Over the years we have developed and refined our processes, based on our experience of what works. We are as dedicated to helping you achieve your goals as you are.
Tax & Estate Planning
We help you to protect and preserve what matters most to you; your family and your legacy. Whether it's income tax, capital gains tax or inheritance tax, we will ensure that your wealth is maximised.
Retirement Planning
We will help you to enjoy your ideal lifestyle, both now and in the future. We'll make sure your money provides the lifestyle you've been planning for, so that you can spend your time on what matters most to you.
Care Fee Planning
We'll take the worry away when it comes to planning for care. Whether this involves specific care requirements, how to fund ongoing care, or how to preserve wealth, we're here to help.