Financial Planners in Loughborough, Leicestershire

“We approached Alex Lynott regarding advice relating to a Furnished Holiday Let. Alex quickly provided the full range of detailed information we needed to make rapid decisions in the face of stiff competition for some exciting opportunities. Her knowledge, responsiveness and unceasing determination to pursue administrative hold ups ensured we secured the products we needed. And all with a healthy dose of good humour!Thanks Alex.”

“We're all cautious with the safety of our money - no more so than when it's your lifetimes pension savings. So in a busy market place of welcoming investment companies, advisers, and a minefield of advice to sift through in the media, it isn't easy to know who to entrust it to. After choosing, and working with Woodgate and Ross for around a year now, we can report that we feel very comfortable that we made the right decision. From the outset we were professionally, and personably assisted with navigating our pension maze. We were probably quite troublesome at times - but nothing was too much trouble for Woodgate. They were always available via a phone call or email when questions arose, or when our nerves took hold - even invited in ad-hoc after one phone call to help us understand things better. To date - even in turbulent financial markets and world affairs - we are delighted with how Woodgate are managing our funds, and are fully confident that we're not just a number, but that our little pot is given the same diligent and active attention as any much larger pot. If we had to do it again, without hesitation we'd choose Woodgate.”