Why use us?
“25 years of experience and advising for 18 of those years”
Who we are
Woodall Wealth Management was newly formed by Lee Thompson in 2022, we are an advisory firm consisting of independent financial advisers and mortgage protection specialists.
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. 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.
What we do
As independent advisers we act solely in the best interests of our client at all times. Our primary focus is on the provision of independent wealth management services for private investors and corporate clients throughout the UK.
What we stand for
We pride ourselves on building long term and lasting client relationships aiming to ensure that clients view their Woodall Wealth Management representative as their trusted adviser. We take pride in our independent status which is fundamental to our business model ensuring that we can advise across the whole marketplace. We act solely in the best interests of our clients at all times rather than working on behalf of any bank, insurance company or product provider.
What you can expect as a client
• independent professional and personal advice.
• Support from a company authorised and regulated directly by the FCA.
• A commitment to provide transparent costs and charges.
• A level of ongoing service suited to, and chosen by, you.
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.
“As independent advisers we act solely in the best interests of our client at all times”
Get in touch
We pride ourselves on building long term and lasting client relationships, find out how we can help you.