Personal Financial Advice
As an authorised Independent Financial Adviser, we have the expertise to provide unbiased, professional, whole of market advice on financial planning, from savings & investments through to life assurance & protection, pensions, retirement guidance and advice & inheritance tax/trust planning.
We operate to high standards of integrity and reliability, and we aim to build long term relationships with all our personal clients, built on trust, honesty and the reassurance that we have your best interests at heart. The advice we provide is based on the information you provide, your immediate and long term goals, and your attitude to risk.
With an in-depth market knowledge and access to the latest products being launched, we can advise you on the optimum solution for your personal needs and situation. As required, we can advise on savings and investments, inheritance tax planning, protection and health insurance, pensions, retirement planning and trusts as well as ‘at retirement’ guidance and advice. Additionally, we have specialists in the areas of pensions and divorce and pension transfers.
We are happy to review your existing arrangements, ensuring any existing policies or plans meet your needs.
To arrange an initial, no obligation consultation to discuss your requirements, please contact our Financial Services Department on 01473 408422.
Contact Woodward Markwell
Please call us on 01473 408422 or click above to email and we will respond to your enquiry as soon as possible.