August 2023 by dave harrison
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.
June 2022 by Janina Holubecki
Woodgate planners put a human face on Finance. They make sure they find out what your life goals are before doing anything. It's all about what you want your money to do for you - and not the other way round. Highly recommended.
October 2021 by Steven Denison
We've been working with Woodgate for just over a year now and we can't recommend them highly enough. Their professional, friendly and personable service is incredible. Nothing is too much trouble and everything is explained in a detailed but easily understandable way. We have full confidence in the team and know they have only our best interests at heart, which is a great feeling to have, especially when it comes to your finances!
August 2021 by James Lawther
We've been working with David and the guys at Woodgate for ten years, they are always professional and have helped us get our financial affairs in order.
March 2021 by Robert Whittaker
I have been a client of the firm of solicitors with whom Woodgate Financial Planning is associated for nearly 40 years, and so was particularly interested when I was first made aware of the additional services that Woodgate could provide. I have now been a client of Woodgate itself since 2014, and in that time I have found their service excellent. In addition to both general and specific investment advice, they have also been invaluable in providing advice in relation to the most efficient and beneficial way to deal with private pension investment, and generally on pension entitlement. Not only am I very happy with both the style and the substance of the service that I have received from them during this time, but I would certainly recommend them as a reliable and trustworthy source of both investment advice, and financial planning and management.
March 2021 by Rachel Alexander
We have been using Woodgate for several years and feel very confident that we have chosen correctly for our financial advice. Staff are professional and quick to answer any queries, paperwork is always comprehensive and we trust that our advisor is doing what is right for us and in line with our wishes. If asked, I would highly recommend them!
March 2021 by Ian Whetherly
The team at Woodgate Financial Planning are always friendly and professional in their attitude and approach to meeting my personal requirements. I feel they understand their clients at a personal level
March 2021 by Alan Terrar
Financial planning advice tailored to your personal circumstances and needs. Your Financial Planner stays with you to guide you through your investment & planning process. Accessible advice whenever you need it. Regular reviews and tracking ensure timely adjustments, checks & balances all take place to keep your finance performance safe and secure.Initial in-depth risk assessments are in place to ensure personal aims and expectation are driving your financial plan. Highly recommended.
March 2021 by Pedro Vision
The professional & friendly service provided by Woodgate FP has been of great comfort since 2013. They have been totally honest & forthright for myself & my extended family. They have provided expert advice to ensure our capital base has kept going forward. Pete Smith
March 2021 by Paul Barton
I contacted Anna at Woodgate Financial regarding moving my pension. Anna thoroughly explained everything I needed to know. I was impressed by her knowledge.With the collapse of the stock markets due to covid 19 I felt that Anna and Woodgate's ongoing support and constant updates were very encouraging.I will always recommend them for all types of investment.
March 2021 by Graham Booth
Have dealt with Woodgate FP for over 2 years linked to Retirement Planning and have been extremely impressed with their advice and professionalism. I would, and have, recommended others to them without any hesitation.
March 2021 by Rosemary Mcall
I've been with Woodgate for 3 years now. They are managing my SIPP with professionalism and great customer service. I wouldn't hesitate to recommend them to others.
March 2021 by Jane Harris
The team at Woodgate Financial Planning Ltd provide excellent service for good value, are professional, trustworthy, reliable, and always focus on their clients' interests.
January 2021 by Jack Wallbanger
Always have their clients best interests at heart. A very friendly and caring business. I have no hesitation in recommending their first class service.Keith Large
January 2021 by Kevin Smelt
Sound financial advice delivered in a friendly, understandable way. The team are very attentive and always on hand for guidance and advice.
