Woodward Markwell
Woodward Markwell is an independent financial advisory firm established in 1982, providing financial advice for personal and corporate needs. They have over 40 years of experience in the industry.
- Estate Planning
- Employee Benefits
- Workplace Pensions
- Protection & Health
- Business Protection
- Savings & Investments
- Personal Financial Advice
- Corporate Financial Advice
- Pension & Retirement Saving
- Private Medical Insurance (PMI)
Locations
Digital Popularity
Popularity over time
Competitors
True Potential Wealth Management LLP is a financial advisory firm committed to delivering better value and choice for clients.
Company Details
Woodward Markwell is operated by Woodward Markwell Financial Advisers Ltd and is a Active company incorporated on 12 April 1990 with the registered office located in Ipswich, Suffolk. Woodward Markwell Financial Advisers Ltd was registered 35 years ago.
Status
Active
Size
Small
Directors
3
Age
35 years old
Employees
21
Turnover
Unreported
Total Assets
£1.95M
Cash in Bank
£146.6K
Total Liabilities
-£311.71K
Teams
22
15
4
4
2
2
Director • Joined Mar 2023
Director • Joined Mar 2023
Account Executive • Joined Feb 2015
Chartered Financial Planner / Financial Services Department Manager • Joined Jan 2010
Administrator • Joined May 2015
Client Support Administrator • Joined Jul 2024
Financial Services Administrator
Pension Consultant
Senior Financial Services Administrator • Joined Feb 2025
Compliance, Training & Procedures Officer • Joined Aug 2018
Chartered Financial Planner / Financial Services Department Manager • Joined Jan 2010
Financial Services Administrator
Pension Consultant
Senior Financial Services Administrator • Joined Feb 2025
Accounts Assistant
Independent Financial Adviser • Joined Sep 2015
Chartered Financial Planner • Joined Jul 2010
Independent Financial Adviser • Joined Mar 2025
Independent Financial Adviser • Joined Dec 2018
Account Handler • Joined May 2017
Administrator • Joined May 2015
Client Support Administrator • Joined Jul 2024
Financial Services Administrator
Senior Financial Services Administrator • Joined Feb 2025
Director • Joined Mar 2023
Director • Joined Mar 2023
Account Executive • Joined Feb 2015
Marketing Assistant • Joined Dec 2022
Account Handler • Joined May 2017
Commercial Account Handler
Compliance, Training & Procedures Officer • Joined Aug 2018
Corporate Independent Financial Adviser • Joined Oct 2018
View 22 members