Woodgate Financial Planning - Loughborough

Introduction to Woodgate Financial Planning

Woodgate Financial Planning, located at 3 Rectory Pl, Loughborough LE11 1UW, United Kingdom, is a reputable financial planning firm that has been serving clients with exceptional services for years. With a phone number of 1509635467 and the official website at woodgatefp.co.uk, the firm has established a strong online presence, facilitating easy access for potential clients.

Specialties and Services

The firm specializes in providing comprehensive financial planning services, tailored to meet the unique needs of each client. Some of the key areas that Woodgate Financial Planning focuses on include investment planning, retirement planning, tax planning, and estate planning. The company's dedication to delivering personalized solutions has earned them a stellar reputation in the industry.

Points of Interest

Woodgate Financial Planning offers several points of interest to ensure a comfortable and convenient experience for their clients. These include online appointment scheduling, on-site services, a wheelchair-accessible car park, wheelchair-accessible toilets, and well-maintained toilets. It is essential to book an appointment prior to your visit to ensure a smooth experience.

Client Reviews and Opinions

With 15 reviews on Google My Business, Woodgate Financial Planning has an impressive average rating of 5 out of 5 stars. Clients appreciate the personalized attention and dedication that the firm provides, making them feel secure about their financial future. One client, for example, praised Tom Clarke of Woodgate Financial Planning for his approachability, patience, and ability to address their concerns about investing and planning for the future.

Final Recommendations

If you are looking for a reliable and experienced financial planning firm to help you navigate your financial journey, Woodgate Financial Planning is an excellent choice. Their commitment to personalized service, combined with their expertise and strong client reviews, sets them apart in the industry. To learn more about their services or to schedule an appointment, visit their website at woodgatefp.co.uk or contact them directly at 1509635467. Don't hesitate to take the first step towards a secure financial future with Woodgate Financial Planning.

👍 Reviews of Woodgate Financial Planning

Sue M.

5/5

We have Tom Clarke of Woodgate Financial Planning to manage our finances and working with Tom has taken a great worry away from us. He is extremely approachable and answers all our questions and we have many, but he has the time to explain and understands our worries about investing and planning for the future. We feel we are in safe hands with Tom.

Karen D.

5/5

I can not speak highly enough of Tom Clarke. He is approachable, helpful and friendly, yet conducts himself in a very professional manner. He knows his stuff and is managing our portfolio very successfully. We are very happy with the advice he gives and wouldn't trust our hard earned pennies with anyone else!

Steven D.

5/5

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!

dave H.

5/5

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.

Robert W.

5/5

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.

Pedro V.

5/5

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

Paul B.

5/5

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.

Ian W.

5/5

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