Who we are
Woodall Wealth Management was newly formed by Lee Thompson in 2022.
After working in the financial services industry for over 25 years and advising for 18 of those years, Lee wanted to provide a more bespoke service for his clients and valued independence, above all else.
Our mission
By creating Woodall Wealth Management, he plans to provide independent financial advice, tax planning and quality investment services via a number of market leading investment partners. By maintaining independence these partners can be upheld to the highest of performance and value measures.
Lee is extremely proud to be credited with the Financial Planner Charter.
A Royal Charter mark is universally recognised as a hallmark of quality and excellence. It's an indication of merit, capability and ethical practice. With that comes trust and confidence.
How we can help you.
We specialise in a number of financial advice, tax planning and investment services.
These include: Protection, Savings and Investments, Retirement, Mortgages, Corporate Planning, Inheritance Tax and Private Medical.