Jenny Jervis
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...
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Andy Jervis
Nov 4, 20236 min read
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, 20232 min read
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, 20235 min read
Consumer Duty initiative brings higher standards for UK financial firms
What is Consumer Duty?
The Woodgate Team
Sep 7, 20232 min read
Sizzling Success: Summer BBQs at The Manor House in Quorn
What better way to celebrate the warmth of June and August evenings than with a sizzling barbecue?
John Genovese
Sep 5, 20236 min read
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...
The Woodgate Team
Jul 17, 20232 min read
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
The Woodgate Team
Jul 5, 20233 min read
Anna Sidat: How a Kickboxing Gold Medal Shaped Her Advisory Success
Sharing an article written by Citywire New Model Advisor's Ayesha Khan, celebrating Chartered Financial Planner's achievements.
Andy Jervis
Jul 5, 20233 min read
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
Feb 21, 20232 min read
Keeping Your Data Safe with Cyber Essentials
We have some exciting news to share with you - we've just been awarded the Cyber Essentials certification! This is an important benchmark fo
The Woodgate Team
Dec 14, 20223 min read
What's in a Name? Titles vs Qualifications
What's your job title? Is it truly representative of what you do? If you're a policeman, a train driver or a teacher, what you do seems...
The Woodgate Team
Oct 25, 20221 min read
October 2022 Investment Update
Andy Jervis, Director at Woodgate Financial Planning, met with fellow Woodgate Director and Head of our Investment Committee, Richard...
The Woodgate Team
Aug 3, 20225 min read
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...
The Woodgate Team
Jun 28, 20225 min read
The ‘Great Wealth Transfer’ – Are You Ready?
What is the Great Wealth Transfer and how can you prepare?
Woodgate FP
Nov 29, 20211 min read
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...
Woodgate FP
Nov 1, 20218 min read
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...
Woodgate FP
Oct 18, 20212 min read
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...
Woodgate FP
Jul 19, 20211 min read
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...
Woodgate FP
Jun 8, 20212 min read
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...
The Woodgate Team
Feb 19, 20211 min read
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...
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