Sharing My Screen Cost Me £48,000
New research highlighted in a recent press release from the Financial Conduct Authority (FCA) has found that nearly half of investors...
- Jun 28
- 5 min
The ‘Great Wealth Transfer’ – Are You Ready?
What is the Great Wealth Transfer and how can you prepare?
- Nov 29, 2021
- 1 min
November 2021 Investment Update
Our Director Andy Jervis met with Richard Urwin, Investment Director and Head of our Investment Committee, and Jean-Paul Stone from our...
- Nov 1, 2021
- 8 min
Do You Need To Register Your Trust with HMRC?
A change to The Trust Registration Service has gone live this month and it could impact you. Under its new rules, many more trusts now...
- Oct 18, 2021
- 2 min
How We're Keeping Everyone Safe With Our Covid Policy
Covid is still a threat in the UK and we're committed to ensuring we are doing our part to prevent the spread of the virus. Here's how...
- Jul 19, 2021
- 1 min
The Importance of a Valued Workforce in Financial Planning
Financial Planner Ross Mackie recently joined Elena Stephenson from Recruit UK, on The Financial Planner Life, a podcast that aims to...
- Jun 8, 2021
- 2 min
Introducing Tom, Our New Trainee Financial Planner
We're very pleased to announce that we've welcomed a new Financial Planner to join David, Anna and Ross as part of our Team here at...
- Feb 19, 2021
- 1 min
Investment Update
Woodgate Director Andy Jervis met with Richard Urwin, Director and Head of our Investment Committee, on 9th February 2021 to have a look...
- Jan 14, 2021
- 6 min
Our recommendations for keeping you busy during Lockdown 3
We first put this article together at the start of Lockdown 1 in March 2020, but we feel it's still relevant as we are in the midst of...
- Dec 22, 2020
- 1 min
Anna Sidat Wins Prestigious Papworth Plate Award
One of our Directors, Andy Jervis, caught up with Anna Sidat, Financial Planner at Woodgate, to discuss her recent achievement of winning...
- Nov 2, 2020
- 3 min
Here's How We're Operating During The Pandemic
The way we work as a business has adapted this year to keep both our clients and staff safe during the pandemic. Here are the key changes...
- Oct 19, 2020
- 2 min
Celebrating International Day Of Older Persons
This month the world celebrated the International Day Of Older Persons. We want to continue the celebration by helping those of...
- Oct 12, 2020
- 2 min
GOSH We Travelled 10,000 Miles!
This August and September, we challenged ourselves to go 10,000 miles to raise money for them, and we did it! On our Annual Team Day in...
- Aug 12, 2020
- 4 min
How to Avoid 55% Tax on Your Pension – Explaining the Lifetime Allowance
Do you understand how the Lifetime Allowance might affect your pension? Lisa explains.
- Jul 20, 2020
- 3 min
What Is Your Relationship with Money?
When we think of relationships, we are reminded of how we interact with other people. Our journey through life offers up both healthy and...
- Jun 15, 2020
- 3 min
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...
- Jun 1, 2020
- 5 min
How Trusts Can Help You To Protect Your Wealth
Trusts can be really useful for many people in all different circumstances, from putting a few pounds away for a child to managing...
- May 25, 2020
- 4 min
Time In The Market vs Timing The Market
When we work with clients to build their investment portfolios, we make sure that they are clear about what is 'long-term' money, which...
- May 15, 2020
- 1 min
Financial Planning In The Lockdown
As part of a series of interviews with key members of our team, one of our Directors, Andy Jervis, caught up with David Wright, Director...
- May 12, 2020
- 1 min
Pension Transfers During Lockdown
As part of a series of interviews with key members of our team, one of our Directors, Andy Jervis, caught up with Anna Sidat, Financial...
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