Andy Jervis
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
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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 7, 2023
- 2 min
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 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
- Aug 3, 2023
- 3 min
The Longest Drive - Our Golf Day
Yesterday (31st July) we were joined by enthusiastic golfers for our second Golf Day.
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
The Woodgate Team
- Jul 5, 2023
- 3 min
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, 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
- Dec 14, 2022
- 3 min
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
- 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...
The Woodgate Team
- Oct 25, 2022
- 1 min
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, 2022
- 5 min
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...
Andy Jervis
- Aug 3, 2022
- 3 min
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...
The Woodgate Team
- Jun 28, 2022
- 5 min
The ‘Great Wealth Transfer’ – Are You Ready?
What is the Great Wealth Transfer and how can you prepare?
The Woodgate Team
- Feb 25, 2022
- 3 min
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 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...
The Woodgate Team
- Jan 25, 2021
- 3 min
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...
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