Savings and Investments
We can help you get the most from your Savings and Investments.
We advise on protection against the unexpected.
With low interest rates, more and more people need to improve on their returns but are worried about investing on the Stock market.
Savings and investments aren’t simply putting your money into a plan and see what happens. You should consider what you want to achieve from your investments.
Specialist advice is essential.
Are you investing for capital growth or income?
Are you saving for a specific purpose? e.g a deposit for a house purchase, school / higher education costs etc.
Specialist advice is essential when investing money as there are hundreds of options available ranging from High St deposit accounts to full equity investment products.
Woodall Wealth Management can therefore advise you on the most suitable options matching your needs and attitude to risk.
The value of your investment can go down as well as up and you may not get back the full amount invested.
Equity investments do not include the same security of capital which is afforded with a deposit account.
The Financial Conduct Authority does not regulate school fees planning.
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.
VouchedFor Advisers are checked more thoroughly than any other.
VouchedFor check every adviser is authorised by the appropriate governing body, and confirm key details such as their fees and qualifications.
