WHO WE ARE

We offer a comprehensive ongoing service, advised upon by experienced individuals, focused around building long-term relationships with clients. As well as leveraging our extensive experience in financial planning and wealth management, our overarching goal is to provide clients with access to the full suite of professional services they may need through legal work, finance and beyond, seamlessly managing the process throughout.

OUR SERVICES

Efficient financial planning is rarely limited to just one service. As independent advisers we are in a position to take a holistic view of our clients requirements. We consider how each financial decision they make may impact on other areas of their financial position, individual circumstances and personal aspirations.

As such we can provide bespoke advice on any one of the services we offer, or conduct a full holistic financial planning service as per our clients requirements.

FAMILY OFFICE SERVICES

We can guide and assist with the more nuanced aspects of running client affairs, above and beyond areas outlined above, encompassing:

  • Legal Advice

  • Inheritance & Estate Planning

  • Immigration

  • Property Services

  • Concierge & Staff Services

  • International Payment Services

HOW WE WORK

We provide an initial consultation at no cost to enable us to fully understand requirements and build a personalised recommendation.

The services we offer are specific to individual clients and circumstances, considering one’s immediate, medium and longer term objectives.

Plans and goals change over time; most importantly our advice is regularly reviewed to make sure it is still relevant to client needs.

Get in touch with us

Please include a brief message below and one of our advisers will be in touch shortly.

EMAIL US NOW

CONTACT US TODAY

Please include a brief message below and one of our advisers will be in touch shortly.

Woodfords Wealth Ltd is an Appointed Representative of Fulcrum Private Clients Ltd, which are directly authorised and regulated by the Financial Conduct Authority (747011). Woodfords Wealth Ltd is Registered in England and Wales, No: 11501354. Registered Address: 11 Harwood Road Fulham, London, United Kingdom, SW6 4QP.

Woodfords Wealth

11 Harwood Road, Fulham,
London SW6 4QP

Phone: 0207 731 0750
Email: laura@woodfordswealth.co.uk
Web: WoodfordsWealth.co.uk