woodgate financial planning client proposition
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Details of Woodgate\'s Client service proposition.TRANSCRIPT
Woodgate Financial PlanningRegistered Office
2 Rectory Place
Loughborough
LE11 1UW
Values-Based Financial Planning Advisers
Woodgate Financial Planning
Leaders in Values-Based Financial Planning™
Woodgate is part of the Chesterton House Financial planning Group
Which provides a Skilled, Qualified Team specialising in
Financial Planning, Wealth Management & Investing
Our MissionTo Help Our Clients To Achieve Financial Freedom
Our MissionTo Help Our Clients To Achieve Financial Freedom
Within 1 -2 years you can expect to have every aspect of your financial life under control,
having addressed every relevant item on our 16 page
financial checklist, coordinated and orchestrated by us.
It starts with us completing Your own Financial Road
Map(FRM)™
From the FRM we put together a written Financial Plan for YOU focusing in each of these 7 key areas
As part of Your Plan we provide you with investment advice on how best to allocate your assets to give you
the highest possibility of achieving your goals.
Example Asset Allocation Model
Does it Work?
Medium Risk Portfolio 6 year Performance
We specialise in helping people whoAre successful in their business or professional lives or are retired
Are comfortable working with professional advisers
Are interesting people who have other things in their lives that are more important than money itself.
Will enjoy the simplicity that comes into their lives from having all of their finances in one place
Are in control of their time
Are great people to be with
If you have any questions or are interested in learning how we can help
you; in the first instance please contact:-
David Wright Financial Planner & Director
Telephone 01509 635467
E-mail: [email protected]
Website: www.woodgatefs.co.uk