Our clients come to us because they know we can help them prosper. But that’s 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:
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, we’re all easy to talk to, friendly and never, ever pushy. We’re here to help you achieve financial confidence and security, not sell you financial products you don’t need.
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.
We speak your language
Unlike many financial advisers, we don’t 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.
We make it personal
Being financially well-organised means different things to different people. It’s about arranging your financial affairs to suit your specific needs and goals. It’s 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.
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.
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 we’re a ‘one stop shop’ 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.
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 – 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.