Woodgate Financial Planning Ltd was established by Moss Solicitors LLP and Chesterton House
Financial Planning Limited in order to offer a complete service to their clients.
There are many occasions where the legal and financial worlds overlap, whether it is in the area of estate planning,
property transactions, matrimonial matters, compensation claims or financial advice in its own right. Moss Solicitors and Chesterton House recognised that many clients do not obtain satisfactory advice, either because they do not know where to look for it, or because the advice is not of a high enough standard to be useful.
Woodgate Financial Planning is different from most other financial advisers in a number of ways. Firstly, we are completely impartial. To do that we charge for our services and you pay for our advice instead of us having to rely on selling financial products like many other 'advisers'. Secondly, the needs of our clients come before all other considerations. Thirdly, we provide advice which is integrated into legal and other advice that Moss Solicitors provides to its clients, and we will work alongside other professional advisers where appropriate.
