Who we work with

We work with motivated individuals to help them achieve their financial goals.

Ian

"Thinking about and identifying our short and longer term goals and how they might change over time proved an excellent exercise in thinking about how we use our money. Over time, often prompted by our discussions with the team, we find that we are fine tuning our ideas, confident that Woodgate will do their best to maintain the strength of the portfolio. We have been impressed by their skill in rough financial times"

Our Clients

Everything we do is centred around our clients and their financial goals. We can work with you to create a financial strategy that inspires you to align your financial choices with the great life you want.

We work with...
Associated with Moss Solicitors

Moss Solicitors have been looking after clients for over 150 years.

By working closely together with the Solicitors at Moss, we are able to provide coordinated and specialist services to individuals and their families.

 

As a result, you can expect tax-efficient solutions and successful outcomes.

01509 217770
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Woodgate Financial Planning Ltd is an appointed representative of Chesterton House Financial Planning Ltd, which is authorised and regulated by the Financial Conduct Authority.

We are also an associated business of Moss Solicitors, helping our clients to get both their Financial and Legal affairs in order.

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