Since December 2021, our clients investment portfolios have generally fallen in value by 15-20% from their previous highest point as at the

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!

What better way to celebrate the warmth of June and August evenings than with a sizzling barbecue?

With interest rates having risen to 5% for the first time since 2008, investors are questioning whether investing is worthwhile...

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...

Yesterday (31st July) we were joined by enthusiastic golfers for our second Golf Day.

At Woodgate Financial Planning, we are deeply committed to ensuring the financial well-being of our clients. Our pride lies in consistently

Sharing an article written by Citywire New Model Advisor's Ayesha Khan, celebrating Chartered Financial Planner's achievements.

Andy Jervis shares his comments on whether the next significant uplift in share and asset prices has already begun...

Following the Chancellor's Spring Budget statement, Jacqui Beesley shares her summary...

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...

Often the ideas for our blog posts spring out of conversations we have with our clients or colleagues, such as our article "How Much...

In our conversations with clients it's not uncommon for them to underestimate the value of the State Pension. But in the current high...

Andy Jervis, Director at Woodgate Financial Planning, met with fellow Woodgate Director and Head of our Investment Committee, Richard...

New research highlighted in a recent press release from the Financial Conduct Authority (FCA) has found that nearly half of investors...

As more and more of our daily activities become digitised, computerised and dehumanised, what are the prospects for real people...

What is the Great Wealth Transfer and how can you prepare?

You'll likely have experienced a range of emotions afteryesterday's news of Russia's invasion of Ukraine. But how concerned should you be?

Woodgate Director Andy Jervis met with Richard Urwin, Director and Head of our Investment Committee, on 9th February 2021 to have a look...

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...