Woodgate Financial Planning Ltd 80-81 Woodgate, Loughborough LE11 2XE
About the Business
Welcome to Woodgate Financial Planning Ltd, an established finance institution located at 80-81 Woodgate in Loughborough, United Kingdom. With our unparalleled expertise in financial planning, we have been serving the needs of our valued clients for years, helping them to achieve financial success.
At Woodgate Financial Planning Ltd, we understand that each individual and business has different financial goals and planning needs. That is why our team of experienced financial planners take a personalized approach to every client we serve. We work closely with our clients to understand their unique financial situation, creating tailor-made plans that assist them in reaching their goals.
Our services include retirement planning, estate planning, investment management, and tax planning amongst others. Our financial planners are equipped with strong analytical and communication skills to provide you with the best advice and guidance based on your individual circumstances.
As one of the UK's leading financial institutions, Woodgate Financial Planning Ltd is committed to providing exceptional services to our clients. We position ourselves as the point of interest for individuals and businesses looking to achieve financial freedom and success.
Visit us at our location to meet with one of our financial planners and experience our unparalleled service firsthand. Let us help you secure your financial future and bring your aspirations to reality. We are here to help you every step of the way.
Photos
Location & Phone number
80-81 Woodgate, Loughborough LE11 2XE, United Kingdom
Hours open
Monday:
08:30 - 17:00
Tuesday:
08:30 - 17:00
Wednesday:
08:30 - 17:00
Thursday:
08:30 - 17:00
Friday:
08:30 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"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."
"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!"
"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."
"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!"
"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."
List of local businesses, places and services in Derby
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos