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Investment Update
Woodgate Director Andy Jervis met with Richard Urwin, Director and Head of our Investment Committee, on 9th February 2021 to have a look...
The Woodgate Team
Feb 19, 20211 min read


Our recommendations for keeping you busy during Lockdown 3
We first put this article together at the start of Lockdown 1 in March 2020, but we feel it's still relevant as we are in the midst of...
The Woodgate Team
Jan 14, 20216 min read


Anna Sidat Wins Prestigious Papworth Plate Award
One of our Directors, Andy Jervis, caught up with Anna Sidat, Financial Planner at Woodgate, to discuss her recent achievement of winning...
Woodgate FP
Dec 22, 20201 min read


Here's How We're Operating During The Pandemic
The way we work as a business has adapted this year to keep both our clients and staff safe during the pandemic. Here are the key changes...
Woodgate FP
Nov 2, 20203 min read


Celebrating International Day Of Older Persons
This month the world celebrated the International Day Of Older Persons. We want to continue the celebration by helping those of...
Woodgate FP
Oct 19, 20202 min read


GOSH We Travelled 10,000 Miles!
This August and September, we challenged ourselves to go 10,000 miles to raise money for them, and we did it! On our Annual Team Day in...
Woodgate FP
Oct 12, 20202 min read


How to Avoid 55% Tax on Your Pension – Explaining the Lifetime Allowance
Do you understand how the Lifetime Allowance might affect your pension? Lisa explains.
The Woodgate Team
Aug 12, 20204 min read


What Is Your Relationship with Money?
When we think of relationships, we are reminded of how we interact with other people. Our journey through life offers up both healthy and...
Woodgate FP
Jul 20, 20203 min read


How Values Based Financial Planning Works in Practice
If you are seeking financial advice, you may find that different advice firms use a variety of approaches in gathering information from...
Woodgate FP
Jun 15, 20203 min read


How Trusts Can Help You To Protect Your Wealth
Trusts can be really useful for many people in all different circumstances, from putting a few pounds away for a child to managing...
Woodgate FP
Jun 1, 20205 min read


Time In The Market vs Timing The Market
When we work with clients to build their investment portfolios, we make sure that they are clear about what is 'long-term' money, which...
Woodgate FP
May 25, 20204 min read


Financial Planning In The Lockdown
As part of a series of interviews with key members of our team, one of our Directors, Andy Jervis, caught up with David Wright, Director...
Woodgate FP
May 15, 20201 min read


Pension Transfers During Lockdown
As part of a series of interviews with key members of our team, one of our Directors, Andy Jervis, caught up with Anna Sidat, Financial...
Woodgate FP
May 12, 20201 min read

Why we are going to experience a business boom after lockdown
The lockdown will be the catalyst for many changes in the months and years to come. It will also herald a boom in demand for the services...
The Woodgate Team
May 5, 20204 min read


Why You Need A LPA Now More Than Ever
With coronavirus sweeping the globe and world leaders scrambling to put secure lockdown measures in place, here’s how to ensure your...
Woodgate FP
Apr 28, 20204 min read


Tax-Year Start Actions: Things You Should Be Doing To Save Tax
April 6th marks the start of a new tax year. What actions should you be taking, and how can you plan to make full use of your tax...
Woodgate FP
Apr 7, 20204 min read


Got a little time on your hands? Recommendations for online content
Some TV, TED, Podcast and Brain Games for you to try.
The Woodgate Team
Apr 1, 20202 min read


Have a little you-time? Pick up a good book!
Being quarantined has spurred us on to put together a place that we can share book recommendations so here it is! We've put this list...
The Woodgate Team
Apr 1, 20202 min read


What to do during isolation? Here's our list of things to...
Here are some ideas we've gathered for things to do and see during isolation.
The Woodgate Team
Apr 1, 20207 min read


In a time of turmoil, don’t fall prey to financial scams
The full impact of coronavirus on the UK is not yet known, but there’s no doubt that the country has taken a huge hit to the economy,...
Woodgate FP
Mar 30, 20203 min read
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