At Woodstock Wealth Management we believe in goals- based financial planning, helping clients’ wealth work for them to reach their aspirations. We provide every client, whether personal or corporate, with a clear view of their options with honest advice to help meet their objectives. Our services include:
- Retirement Planning
- Investment Planning
- Corporate Financial Planning
- Inheritance Tax Planning
- Tax Efficiency
Our approach is consultative, establishing our client’s life goals then finding appropriate solutions for their finances that will help those goals to be reached.
We provide each individual with a bespoke financial plan which is fit-for-purpose, forward-thinking and robust and hold regular reviews with our clients to monitor if their plans remain on track.
For more information, please contact Daniel Kelly, Principal of Woodstock Wealth Management
Telephone: 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.