At Woodstock Wealth Management, we provide exceptional and professional wealth management advice for individuals from all walks of life, as well as for a variety of businesses.
Our approach is holistic, covering all areas of financial planning needs, including:
- Investment Planning
- Retirement Planning
- Tax & Estate Planning
- Corporate Financial Planning
- Protection Planning
We hold regular reviews with all clients as often as they like as well as being proactive when it comes to getting in touch. We provide each individual with a bespoke financial plan which is fit-for-purpose, forward-thinking and robust.
For more information, please contact Daniel Kelly- Wealth Manager, on 07719 913717
Woodstock Wealth Management is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The title ‘Partner Practice’ is the marketing term used to describe St. James’s Place representatives.