Woodward Markwell

As an independent Insurance Broker & Financial Advisor we specialise in providing a personal, pro-active, and innovative service to our clients, both large and small.

Financial Advice

Independent Financial Advisers

 

We have been providing sound independent financial advice for 25 years and we pride ourselves on our professionalism and knowledge in all the situations which effect all our daily and future lives in the key areas of pensions, protection and investment planning. Our ability to analyse problems and offer suitable solutions is bourne out by the loyalty and trust we enjoy from our longstanding client base and the regular recommendations from those clients.

With the complexities of modern living, it has never been so important for you to have sound independent financial advice.

Some questions you may wish to ask yourself:

• How can I make my money work harder?
• Do I have enough life cover to protect my family and am I paying too much for it?
• Are my pension arrangements good enough to allow me to enjoy my retirement?
• How do I protect my estate from inheritance tax?
• If I become ill or disabled what can I do to protect my income?
• Do I have a savings plan properly suited to my income and personal circumstances?

Corporate Benefit Planning and Personal Finance Planning.

Just contact us for a complete review of your financial affairs. 01473 408422, or mail to ifa@wmibl.co.uk

 

T: 01473 408408
F: 01473 400350
E: info@wmibl.co.uk