T: 01437 769697

Wood Financial Consultancy Ltd

Independent Financial Advisers

Our approach

From the very first contact, whether by telephone, email or even post, we aim to provide you with a personal and dedicated response to your enquiry.

We prefer to start things off by offering you a free initial consultation that usually lasts about 30 minutes.

You will have the opportunity to see if we meet your requirements and we can give you an overview of how we work and answer your immediate questions.

By the end of this initial meeting we are usually able to give you a good idea of what we can do to help, how long it will take and what it is likely to cost.

If you decide that you would like to work with us we will then write to you with a personalised engagement letter to confirm our discussions, give you a detailed breakdown of what happens next and confirm our fees.

If we clearly understand the issues that are important to you we can provide you with individually tailored and personal advice presented in a clear and concise way.

We like to think that we translate the complexities of financial advice into a clear-cut, comprehensive and straightforward plan of action that will give you financial security and peace of mind.

We strongly believe that your money should not be a source of worry and that our expertise and knowledge can give you the confidence that your money is being well looked after.

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