Wood Financial Consultancy Ltd

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

Address: 1 St. Mary's Street, Haverfordwest, Pembrokeshire, SA61 2DR, United Kingdom

Phone: +44 1437 769 697
FAX: +44 1437 763 234