Client Stories

Playing a part in our clients’ journey to financial confidence and success, might be all in a day’s work for us, but we never lose sight of what a privilege it is. Which means we’re delighted when our clients tell us how we’ve helped them.

Reimon and Julia
Working with Woburn Street has given us the confidence to retire early

Liz and Trevor
Helen has made us feel more secure with regards to our financial future

Kala
Thanks to Danielle, I am able to retire whenever I want

Doug
Woburn Street have enabled me to feel confident about my investments while in retirement

Our clients tell us...

My adviser has my interests foremost. She is professional, empathetic and has my back, always.

Mrs KV,

St Albans, Herts

Client since: 2016

Everyone is very personable and helpful across the whole team. Both Fiona, initially, and Danielle, latterly, take the time to understand the total picture before making recommendations. Having been involved with the firm for over 10 years I wouldn't go anywhere else.

Mrs FL,

High Wycombe, Bucks

Client since: 2006

Simple, effective advice delivered in a friendly way.

Mr MP,

Bedford

Client since: 2019

Fiona's advice has saved us thousands over the last couple of years. From our very first meeting, and despite our challenging circumstances, Fiona and her team have demonstrated their professionalism and expert knowledge, while at the same time being very friendly and approachable. 

SJ and CJ,

Bedfordshire

Client since: 2015

After a difficult divorce, I put off sorting out the pensions element of it – it was just so complicated. I needn’t have worried though, Helen made it all clear for me and I now feel confident about my financial future.

Mrs HB,

Flitwick, Beds

Client since: 2017

"The advice we received was life-changing for our family's future. All the team members are knowledgeable, approachable and efficient, and every question we asked was carefully researched and answered.

Mr RG,

barton-le-clay, beds

Client since: 2017

From the first meeting, care and consideration from everyone at this warm and friendly company. Everything explained, more than once if needed, till I felt completely happy.

Mrs CB,

luton, Beds

Client since: 2017

The advice we received was life changing for our family's future.

Mr CJ & Mrs KJ,

Luton, Beds

Client since: 2015

I found Helen professional, but with a valuable personal touch, remembering important family details and understanding personal goals. Thank you.

Mr AS,

Hitchin, Herts

Client since: 2019

I have found Danielle to be exceedingly pleasant and informative. She has a lovely manner about her and comes across very professionally. I trusted her totally after our first meeting.

Mrs CA,

Bedford

Client since: 2018

How can we help you?

For more information on how we can help you, and to take the next step in planning your ideal financial future, contact us using the direct messaging box on the right, or via our email or telephone contact details below.