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Wood Financial Consultancy Ltd

Independent Financial Advisers

Our Services - Qualified, Independent and Impartial

Whether you just want help in understanding your existing pension arrangements or you need some more specific technical or tax saving advice - we can advise on all aspects of pensions, including pension transfers, divorce, drawdown and annuities.

Anyone who has built up substantial pension funds will want to make sure that they are getting the best out of their retirement planning, and we can use our technical knowledge and expertise to maximise the tax efficiency of your savings.

As far as your investments are concerned, we help to structure your money according to your requirements and manage and monitor performance with regular reviews to make sure that everything is up to date.

We provide the peace of mind that comes from knowing that someone is looking after your finances and checking on a regular basis that everything is okay.

Retirement planning/Pensions

Does this sound like you?

  • You want to save for your retirement and need advice on how best to do it.
  • You are approaching retirement and you want to understand all your options before making a decision.
  • You want to draw an income, or access a lump sum from your pension funds.
  • You need advice on pensions and divorce.

Whatever your requirements, retirement planning and retirement income options are now increasingly complicated and we can help to cut through the jargon and the bewildering array of choices and options so that you make the right decision for your own individual situation.

Investments

Does this sound like you?

  • You have money on deposit that is earning very little interest. Can you do better?
  • You have existing investments (ISAs, Bonds, Pensions etc.) that are perhaps not doing very well and you want someone to look after them.
  • You need growth and/or income from your existing investments
  • You have received an inheritance or windfall and need advice on how to deal with it

Whatever your individual situation, we can:

  • Provide you with a clear picture of your options
  • Help you choose the right path
  • Look after your money
  • Give you peace of mind

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