The Woodgate Team
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...
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Woodgate FP
- 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...
Woodgate FP
- 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...
Woodgate FP
- 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...
Woodgate FP
- 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...
The Woodgate Team
- 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.
Woodgate FP
- 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...
Woodgate FP
- 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...
Woodgate FP
- 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...
Woodgate FP
- 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...
Woodgate FP
- 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...
Woodgate FP
- 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...
The Woodgate Team
- May 5, 2020
- 4 min
Why we are going to experience a business boom after lockdown
The lockdown will be the catalyst for many changes in the months and years to come. It will also herald a boom in demand for the services...
Woodgate FP
- Apr 28, 2020
- 4 min
Why You Need A LPA Now More Than Ever
With coronavirus sweeping the globe and world leaders scrambling to put secure lockdown measures in place, here’s how to ensure your...
Woodgate FP
- Apr 7, 2020
- 4 min
Tax-Year Start Actions: Things You Should Be Doing To Save Tax
April 6th marks the start of a new tax year. What actions should you be taking, and how can you plan to make full use of your tax...
The Woodgate Team
- Apr 1, 2020
- 2 min
Got a little time on your hands? Recommendations for online content
Some TV, TED, Podcast and Brain Games for you to try.
The Woodgate Team
- Apr 1, 2020
- 2 min
Have a little you-time? Pick up a good book!
Being quarantined has spurred us on to put together a place that we can share book recommendations so here it is! We've put this list...
The Woodgate Team
- Apr 1, 2020
- 7 min
What to do during isolation? Here's our list of things to...
Here are some ideas we've gathered for things to do and see during isolation.
Woodgate FP
- Mar 30, 2020
- 3 min
In a time of turmoil, don’t fall prey to financial scams
The full impact of coronavirus on the UK is not yet known, but there’s no doubt that the country has taken a huge hit to the economy,...
Woodgate FP
- Mar 25, 2020
- 6 min
In Difficult Times, Focus On What You Can Control
“Absolutely the worst thing that anyone could do with their investments is to cash everything in.” You don't need us to tell you that...
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