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  • Woodgate FP

5 Ways Values-Based Financial Planning Can Help You

We can’t escape from making decisions about money.

Every time we buy a coffee on the way to work, travel by car, plane, bus or train, or use our mobile phone, we are putting money into action. We think about our immediate finances all the time.

But what about the longer term? How often do you think deeply about your goals for the next 5, 10, or 25 years or more? Here’s how our Values-Based Financial Planning service can help you.

Planning Your Financial Future.

We’ve found that you will have a higher probability of succeeding with your financial goals if they are truly important to you, and in harmony with your values. Values-Based Financial Planning does exactly that. It takes you on a deep dive into what’s truly important to you in a way that you won’t have experienced before. Our Financial Road Map process is at the heart of our service, and it has helped hundreds of people towards greater financial success in their lives. It can do the same for you too.

Having a Financial Plan based on your Financial Road Map will help you in many other practical ways. Here are some of them;

1. You will achieve your goals

  • Want to retire at a certain age? We’ll help to make this a reality.

  • Want to leave a legacy to your children? We’ll tell you how you can.

  • Want to invest in a way that’s rewarding and worry-free? We’ll help you create a portfolio to do just that.

2. You will get rid of your debt and create cash for future goals

  • Excessive debt is like a serious illness eating away at your future security. We’ll work with you to help you eliminate your debt over a period of time.

3. You will look after your family’s future

  • Retirement, insurance, inheritance and Wills are all important steps to consider when planning your family’s legacy. Our experts working alongside the legal team at Moss Solicitors will create a bespoke plan for you.

4. Your wealth will grow

  • Our investment specialists are experts in helping you to grow your wealth. We’ll help you choose investments that are right for you, and then we’ll monitor, review and adjust your portfolio to suit changing conditions.

5. You will have a secure plan for your future

  • Every part of your Financial Plan is designed around your unique circumstances and goals. Our clients often tell us that our service helps them to sleep easily at night, knowing that everything is in its proper place and under control. It can do the same for you.

The service that we offer at Woodgate is different to other IFAs; we are totally focused on your Plan, your Goals, and your Life.

If you’d like more information about how we could help you or someone you know, call us on 01509 635 467 or email


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