Woodgate Financial Planning Client Proposition

Woodgate Financial PlanningRegistered Office

2 Rectory Place

Loughborough

LE11 1UW

Values-Based Financial Planning Advisers

Woodgate Financial Planning

Leaders in Values-Based Financial Planning™

Woodgate is part of the Chesterton House Financial planning Group

Which provides a Skilled, Qualified Team specialising in

Financial Planning, Wealth Management & Investing

Our MissionTo Help Our Clients To Achieve Financial Freedom

Our MissionTo Help Our Clients To Achieve Financial Freedom

Within 1 -2 years you can expect to have every aspect of your financial life under control,

having addressed every relevant item on our 16 page

financial checklist, coordinated and orchestrated by us.

It starts with us completing Your own Financial Road

Map(FRM)™

From the FRM we put together a written Financial Plan for YOU focusing in each of these 7 key areas

As part of Your Plan we provide you with investment advice on how best to allocate your assets to give you

the highest possibility of achieving your goals.

Example Asset Allocation Model

Does it Work?

Medium Risk Portfolio 6 year Performance

We specialise in helping people whoAre successful in their business or professional lives or are retired

Are comfortable working with professional advisers

Are interesting people who have other things in their lives that are more important than money itself.

Will enjoy the simplicity that comes into their lives from having all of their finances in one place

Are in control of their time

Are great people to be with

If you have any questions or are interested in learning how we can help

you; in the first instance please contact:-

David Wright Financial Planner & Director

Telephone 01509 635467

E-mail: d.wright@woodgatefs.co.uk

Website: www.woodgatefs.co.uk