About Wood Financial Consultancy Ltd

After nearly 20 years in Financial Services, Andrew set up Wood Financial Consultancy in 2001 to provide an independent source of advice to both private and corporate clients. The firm was incorporated in 2004.

The company aims to provide ongoing comprehensive financial planning by being proactive and closely involved with you and your advisers, tailoring the service we provide to suit your individual needs, circumstances and budgets.

The company has access to some of the most dynamic technology available to Independent Financial Advisers in the UK and prides itself on being able to provide a superior investment service through the use of its sophisticated planning and modelling tools.

With this approach being supported by highly trained and loyal administration staff, we are able to provide high quality information on which you can base your decisions, helping you to achieve financial security, peace of mind and to be well informed about financial matters.

Profiles

Andrew Wood: Andrew provides advice in the more specialised areas of Pensions, Investments and Inheritance Tax Planning, and is a Member of the Personal Finance Society and Associate of the Institute of Financial Planning. He holds the Advanced Financial Planning Certificate with specialist papers including Taxation & Trusts, Pensions and Investment Portfolio Management.

Andrew has worked in financial services in a variety of roles for over 20 years and lives just outside Haverfordwest. His out of work interests include his family, dogs and Tai Chi.

Jill Ellis: Jill has several years experience in a variety of Administration roles and is the Office Manager.

She holds qualifications in Business Administration and is an Affiliate member of the Institute of Qualified Professional Secretaries. Her responsibility is for the day to day running of the business, and she is the first point of contact for any administration query.

Steve Yelland: With nearly 30 years experience in the Financial Services industry, Steve is an Independent Financial Adviser specialising in personal financial planning.

Les Hedge: With qualifications in business management and training, Les has taken on several very important administrative roles since retiring from senior management and is a highly valued member of the team.