We’re thrilled to celebrate our client Philip Atkinson, who has combined his love for beekeeping and leadership coaching into his latest boo

Ross recently told me about a fantastic initiative he's involved with through the PFS called Education Champions. I thought you'd like to...

Since December 2021, our clients investment portfolios have generally fallen in value by 15-20% from their previous highest point as at the

It's been several years in the making, but finally our new Personal Finance Portal is here and we're very excited to tell you about it!

What is Consumer Duty?

What better way to celebrate the warmth of June and August evenings than with a sizzling barbecue?

With interest rates having risen to 5% for the first time since 2008, investors are questioning whether investing is worthwhile...

At Woodgate Financial Planning, we are deeply committed to ensuring the financial well-being of our clients. Our pride lies in consistently

Sharing an article written by Citywire New Model Advisor's Ayesha Khan, celebrating Chartered Financial Planner's achievements.

Andy Jervis shares his comments on whether the next significant uplift in share and asset prices has already begun...

We have some exciting news to share with you - we've just been awarded the Cyber Essentials certification! This is an important benchmark fo

What's your job title? Is it truly representative of what you do? If you're a policeman, a train driver or a teacher, what you do seems...

Andy Jervis, Director at Woodgate Financial Planning, met with fellow Woodgate Director and Head of our Investment Committee, Richard...

New research highlighted in a recent press release from the Financial Conduct Authority (FCA) has found that nearly half of investors...

What is the Great Wealth Transfer and how can you prepare?

Our Director Andy Jervis met with Richard Urwin, Investment Director and Head of our Investment Committee, and Jean-Paul Stone from our...

A change to The Trust Registration Service has gone live this month and it could impact you. Under its new rules, many more trusts now...

Covid is still a threat in the UK and we're committed to ensuring we are doing our part to prevent the spread of the virus. Here's how...

Financial Planner Ross Mackie recently joined Elena Stephenson from Recruit UK, on The Financial Planner Life, a podcast that aims to...

We're very pleased to announce that we've welcomed a new Financial Planner to join David, Anna and Ross as part of our Team here at...