Wood Financial Consultancy Ltd
We are a small financial consultancy based in West Wales helping clients to make informed financial decisions by providing clear and straightforward financial planning recommendations.
You will expect a superlative service from us, built on care and attention to detail, and you will appreciate the professional focus that is brought to your financial affairs. You will also be seeking a close working relationship with your financial adviser.
Your initial meeting is free and is designed to provide you with an overview of our services, allowing you to see how we work and, most importantly, to see if we meet your requirements. We prefer to work with you on a fee basis but will discuss the options of fees and commission, or a combination of the two, with you as part of the meeting. If you decide that you would like to work with us, you will then have the opportunity to discuss your current situation, your future financial goals and your family’s needs. We are there to listen and to provide input and advice in order to help you make the right decisions.
Whatever your situation, you will receive clear and concise solutions that will help you to achieve your goals and give you peace of mind.
The advice and/or guidance contained within this site is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
Wood Financial Consultancy Ltd is registered in England and Wales at 1 St. Mary's Street, Haverfordwest, Pembrokeshire, SA61 2DR under Company Registration number 4797101.
Authorised and Regulated by the Financial Services Authority.
Wood Financial Consultancy Ltd is entered on the FSA register (www.fsa.gov.uk/register) under reference 232180.