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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
Andy Jervis
Nov 4, 20236 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
Oct 2, 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?
The Woodgate Team
Sep 7, 20232 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...
John Genovese
Sep 6, 20236 min read


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
Aug 9, 20233 min read


The Longest Drive - Our Golf Day
Yesterday (31st July) we were joined by enthusiastic golfers for our second Golf Day.
Andy Jervis
Aug 3, 20233 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 17, 20232 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.
The Woodgate Team
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...
Andy Jervis
Jul 5, 20233 min read


The Spring Budget - A "Budget for Growth"?
Following the Chancellor's Spring Budget statement, Jacqui Beesley shares her summary...
The Woodgate Team
Mar 16, 20234 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
Dec 14, 20223 min read


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 16, 20226 min read


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...
The Woodgate Team
Nov 2, 20223 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
Oct 25, 20221 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
Aug 3, 20225 min read


Will the Robots Take Over?
As more and more of our daily activities become digitised, computerised and dehumanised, what are the prospects for real people...
Andy Jervis
Aug 3, 20223 min read


The ‘Great Wealth Transfer’ – Are You Ready?
What is the Great Wealth Transfer and how can you prepare?
The Woodgate Team
Jun 28, 20225 min read


How does war in Ukraine affect me?
You'll likely have experienced a range of emotions afteryesterday's news of Russia's invasion of Ukraine. But how concerned should you be?
The Woodgate Team
Feb 25, 20223 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...
The Woodgate Team
Feb 19, 20211 min read


Do You and Your Family Need Protection?
Of course, nobody wants to think about dying or becoming seriously ill, but let’s face it, many of us will need life or income protection...
The Woodgate Team
Jan 25, 20213 min read
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