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.

 
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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.

 
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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.

 
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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.

 
 
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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.

Get in touch with us

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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.