Why us?
Our clients come to us because they know we can help them prosper. But thatâs not the only reason they choose Woburn Street for their financial planning. What makes us different is about more than just the financial success we help people achieve. Here are a few of the things that make working with Woburn Street Financial Planning an experience that makes our clients smile:
Our people
All our advisers are fully FPC qualified and experienced at what we do. Some of us hold specialist qualifications for advising on pension or tax matters and our Director holds both Chartered status and Fellowship of the Personal Financial Society. Just as importantly, weâre all easy to talk to, friendly and never, ever pushy. Weâre here to help you achieve financial confidence and security, not sell you financial products you donât need.
My adviser has my interests foremost. She is professional, empathetic and has my back, always.
Mrs KV,
St Albans, Herts
Client since: 2016
Our independence
Being independent means that if our advice includes product recommendations, we can choose those products from the whole of the market. It also means we are flexible on how you choose to cover the cost of our time, fees or commission.
The advice we received was life changing for our family's future.
Mr CJ & Mrs KJ,
Luton, Beds
Client since: 2015
We speak your language
Unlike many financial advisers, we donât confuse you with buzzwords and long technical explanations. We talk your language. We look at where you are now, where you want to get to and how you can get there. We will explain your options clearly and simply, so that you can make your own choices, guided by our expertise.
I have used Woburn Street (formerly Fiona Gray) Financial Planning for nearly 20 years now. They have always taken time to explain things clearly and are now helping my children with their financial planning.
Mr KL,
Maulden, Beds
Client since: 2004
We make it personal
Being financially well-organised means different things to different people. Itâs about arranging your financial affairs to suit your specific needs and goals. Itâs about protecting you and your loved ones and making provision for the future. Every financial plan is different and personal. We will work out the best route forward. We will agree an action plan with you and then we will help make it happen, seamlessly and swiftly.
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
Our transparency
How much will our advice cost? How can you be sure our advice is unbiased? How long will it take? Will we be able to help you in the way you want? We cover these issues and more at our first meeting, which is free of charge, so you can decide whether you want to work with us. So, you not only know exactly what should happen when, but why, how and what the cost will be.
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.Â
SJ and CJ,
Bedfordshire
Client since: 2015
Our comprehensive, holistic service
We advise on all aspects of personal financial planning, including life cover and protection, investments and savings, pensions and retirement planning, and inheritance tax planning. That means weâre a âone stop shopâ able to provide a seamless service and happy to co-ordinate with your solicitor, accountant and other professional advisers.
Although we have chosen not to be authorised to advise on mortgages, we are able to give generic information about mortgages as part of your overall financial plan and if required, refer you to a a specialist mortgage adviser within our trusted professional partners who can help with specific advice in this area. We can, however, advise on suitable repayment vehicles, including policies that repay the mortgage in the event of death or critical illness.
"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
Our investment process and cash flow modelling
We offer all clients the opportunity to have a bespoke financial cash flow model created using sophisticated technology provided by Voyant – designed to help you plan your finances with greater accuracy and insight.
We work with FE investments â an award-winning provider of managed investment portfolios – to provide our clients with comprehensive fund research and a suite of risk-targeted model portfolios. This video explains more about how our partnership with FE Investments benefits our clients.
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
