Woodgate Financial Planning - Loughborough

Woodgate Financial Planning is a financial planning specialist located at Address: 3 Rectory Pl, Loughborough LE11 1UW, United Kingdom. They can be reached by phone at Phone: 1509635467. Their website is Website: woodgatefp.co.uk.

This company offers a range of financial planning services, with specialties in Financial planner. They provide on-site services and have a wheelchair-accessible car park and toilet for clients with mobility needs. Appointments are required to ensure that each client receives the necessary time and attention. Additionally, they offer the convenience of online appointments for those who prefer to plan and meet virtually.

Woodgate Financial Planning has received a high level of satisfaction from their clients, with 15 reviews on Google My Business and an impressive average opinion: 5/5. These reviews demonstrate the company's commitment to providing exceptional financial planning services tailored to each client's unique needs.

Here are some key points to consider when researching Woodgate Financial Planning:

1. Expertise: Woodgate Financial Planning specializes in financial planning, ensuring that clients receive expert guidance and advice.
2. Accessibility: The company offers on-site services and a wheelchair-accessible car park and toilet for clients with mobility needs. They also provide online appointments for those who prefer virtual meetings.
3. Reputation: With a 5/5 average rating from 15 reviews on Google My Business, Woodgate Financial Planning has demonstrated a commitment to client satisfaction.
4. Appointment required: To ensure that each client receives the necessary time and attention, appointments are required.

Reviews of Woodgate Financial Planning

Sue Molyneux

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 Davidson

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!

dave harrison

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 Whittaker

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.

Steven Denison

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!

Pedro Vision

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 Barton

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.

Janina Holubecki

5/5

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.