Andy Jervis
Budget speculation is fuelling fears of tax changes
In the relatively short time since Keir Starmer swept into government in July, what can we conclude about this Labour government’s approach
top of page
Tom Clarke
- Jun 19
- 1 min
Why You Need a Values-Based Financial Plan
Imagine navigating a vast ocean without a map or compass. The sun might be shining, but the destination remains unclear, and hidden...
Tom Clarke
- May 1
- 1 min
Brighten Up Your Summer With a Sound Financial Plan
As summer approaches our minds drift to visions of sandy beaches, turquoise waters and creating happy memories under the sun. Just as we...
Tom Clarke
- Apr 8
- 1 min
Spring Clean Your Finances with Values-Based Planning!
Spring is a time for renewal, and what better way to refresh your life than with a financial spring clean? Forget stuffy plans and...
Jenny Jervis
- Mar 25
- 1 min
Education Champions with Ross Mackie
Ross recently told me about a fantastic initiative he's involved with through the PFS called Education Champions. I thought you'd like to...
Tom Clarke
- Mar 1
- 2 min
Spring into Financial Bloom: Sow the Seeds of Your Future
Just as spring brings new life to the garden, it’s the perfect time to plant the seeds for your financial future. Forget complicated...
Tom Clarke
- Feb 15
- 3 min
Essential steps to secure your financial future and retire with confidence
Deciding to stop working is a big decision. While we celebrate our clients entering the next exciting phase of their lives, we understand...
Tom Clarke
- Feb 1
- 1 min
Skip the Chocolates, Invest in Love: A Financial Gift for Two
Chocolates melt, roses fade, but love thrives with a plan! Ditch clichés for a gift that sparks: a customised Financial Roadmap to shared...
Tom Clarke
- Jan 1
- 2 min
What legacy do you want to leave for your children?
As we reflect on the joy of spending quality time with loved ones during the festive season, it's an opportune moment to consider what we...
Andy Jervis
- Nov 4, 2023
- 6 min
Hooray! It's a Bear Market. Why Market Declines Are To Be Welcomed
Since December 2021, our clients investment portfolios have generally fallen in value by 15-20% from their previous highest point as at the
The Woodgate Team
- Oct 2, 2023
- 2 min
Introducing a Major Step Forward in Our Service to You
It's been several years in the making, but finally our new Personal Finance Portal is here and we're very excited to tell you about it!
The Woodgate Team
- Sep 22, 2023
- 5 min
Consumer Duty initiative brings higher standards for UK financial firms
What is Consumer Duty?
John Genovese
- Sep 6, 2023
- 6 min
At times like these, is cash 'King'? Or is that just an illusion?
With interest rates having risen to 5% for the first time since 2008, investors are questioning whether investing is worthwhile...
Andy Jervis
- Aug 9, 2023
- 3 min
Why we won't take you too seriously
I've worked with a coach, John Dashfield, for many years and he kindly sent me a copy of Steve Chandler's book 'Death Wish'. In it, Steve...
Andy Jervis
- Jul 27, 2023
- 2 min
R.I.P. Harry Markowitz, PhD
Harry Max Markowitz was a Professor of Finance at the University of California, San Diego (UCSD), and the founder of Modern Portfolio Theory
The Woodgate Team
- Jul 17, 2023
- 2 min
Tom's Dedication to Client Success: Going Above and Beyond for Your Financial Well-Being
At Woodgate Financial Planning, we are deeply committed to ensuring the financial well-being of our clients. Our pride lies in consistently
Andy Jervis
- Jul 5, 2023
- 3 min
Has the next bull market already started?
Andy Jervis shares his comments on whether the next significant uplift in share and asset prices has already begun...
The Woodgate Team
- Mar 16, 2023
- 4 min
The Spring Budget - A "Budget for Growth"?
Following the Chancellor's Spring Budget statement, Jacqui Beesley shares her summary...
The Woodgate Team
- Nov 16, 2022
- 6 min
Should You Borrow to Invest in Stocks, Shares or Property?
Often the ideas for our blog posts spring out of conversations we have with our clients or colleagues, such as our article "How Much...
The Woodgate Team
- Nov 2, 2022
- 3 min
Don't Miss A Window of Opportunity to Top Up Your State Pension
In our conversations with clients it's not uncommon for them to underestimate the value of the State Pension. But in the current high...
Anchor 1
bottom of page