Our story
We are a financial planning practice with a long and proud heritage of working with clients in Bedfordshire, Buckinghamshire, Hertfordshire and surrounding areas.
We recently changed our name from Fiona Gray Financial Planning to Woburn Street Financial Planning. Here’s a bit more about our history, what’s changed – and what hasn’t.
Our History
Fiona Gray Financial Planning started life as Paul Associates. Based in Milton Keynes, Paul Associates was a mother/daughter practice, headed by Julia Paul, who was in practice for 10 years. On Julia’s retirement in 1999, her daughter Fiona Gray took over as Principal and relocated the business closer to where she lived, in Flitwick, Bedfordshire.
Greater involvement with the town of Ampthill, gained through, among other things, membership of the Ampthill Rotary club, persuaded Fiona to move there in 2012 and to engage more broadly in the life of this thriving local community.
In 2021, Fiona Gray retired, having spent 20 years assisting others on their road to retirement. Under a new name – Woburn Street Financial Planning – the management of the business passed to Chartered Financial Planner, Helen Vaughan, who had worked alongside Fiona for the previous seven years.
The future
Other than a new name, the business continues to run in the same way with the same team, from our office in The Old Forge, Woburn Street, Ampthill. We provide gold standard independent financial advice and tailored planning solutions to individuals and business owners who want the confidence of knowing their financial future is secure.
We take a holistic approach to financial planning, and actively encourage advice and input, when appropriate, from other professional advisers such as Legal Advisers tax planning specialists and accountants to ensure that all aspects of a client’s financial affairs are dealt with effectively. In fact, alongside personal recommendations, we receive most of our referrals from solicitors and accountants.
Helen, Danielle and the whole team at Woburn Street Financial Planning would be very pleased to welcome you to our practice and discuss any aspects of your personal finances that are concerning you. Whether it is through financial life cover and protection, investments and savings, pensions, retirement planning or inheritance tax planning, our goal is to add value to your life.
A good day for us is when a client says, “I can relax and enjoy my life now”.
