en     ru     jp
 
 
    LOGIN HERE!  
Add privatebanking.com as a search provider to your browser  
 
Advanced Search  
Private Banking & Wealth Management search tool 
     
  Search entity  
 
 
Home
      
Europe
      
United Kingdom
      
Wales
      
Pembrokeshire
      
Haverfordwest
      
Accountancy & Tax Planning
      
Wood Financial Consultancy Ltd
       
 
Back
 
   
Review Avg.
Reviews: 0
 
Contact Page
Additional information
Write Review
Browse Review

 
Additional information
 
Wood Financial Consultancy Ltd
 
 
Overview: 

Wood Financial Consultancy Ltd is a firm of independent financial advisers specialising in the management of investment portfolios and pensions.

The company aims to provide ongoing comprehensive financial planning by being proactive and closely involved with you and your advisers, tailoring the service we provide to suit your individual needs, circumstances and budgets.

The company has access to some of the most dynamic technology available to Independent Financial Advisers in the UK and prides itself on being able to provide a superior investment service by using sophisticated planning and modelling tools.

With this approach being supported by highly trained and loyal administration staff, we are able to provide high quality information on which you can base your decisions, helping you to achieve financial security, peace of mind and to be well informed about financial matters.

We believe that our clients want:

To deal with an adviser who is independent and impartial
To be able to contact their adviser whenever they want
To have their investments regularly monitored
To be contacted whenever changes are necessary

With this in mind, Wood Financial Consultancy Ltd offers personal and corporate advice on a whole range of financial services including the following:

Personal

Retirement and pension planning
Investing for capital growth and/or income
School fees planning
Tax planning and mitigation*
Protection against critical illness
Income protection
Inheritance tax planning
Long-term care
Family protection life assurance    

Corporate

Group and Executive Pension schemes
Partnership and directors share protection
Key person business protection
Advice for your employees if required


 
 
Back
 
 

Privatebanking.com
Get the attention you always wanted and promote your corporate image and standing by benefiting from our state of the art interactive web presence.
    Privatebanking.com
   
  Read more  
 
Ascent Limited
Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.
    Ascent Limited
   
  Read more  
 
 
Home News Library Newsletters Event Calendar Advertise About Contact FAQ
Privacy Policy     Terms of Service
 

©