3. Woodgate is part of the Chesterton House Financial planning Group Which provides a Skilled, Qualified Team specialising in Financial Planning, Wealth Management & Investing
4. Our Mission To Help Our Clients To Achieve Financial Freedom
5. Our Mission To 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.
6. It starts with us completing Your own Financial Road Map(FRM)™
7. From the FRM we put together a written Financial Plan for YOU focusing in each of these 7 key areas
8. 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.
10. Does it Work? Medium Risk Portfolio 6 year Performance
11. We specialise in helping people who Are 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
12. 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_address] Website: www.woodgatefs.co.uk
