Woodgate Financial Planning

Woodgate Financial Planning assists individuals in achieving their financial goals by providing guidance. They collaborate with local firms to support legal, tax, and financial needs.
  • Tax planning
  • Investment advice
  • Financial planning
  • Retirement planning
Size
Small
Phone
01509 635467
Website
woodgatefp.co.uk
Email
Available in Endole App
Locations
80-81 Woodgate, LE11 2XE
01509635467
Digital Popularity
Social Media
Competitors
Chesterton House Financial Planning Ltd
Chesterton House Financial Planning Ltd offers comprehensive financial planning services, including retirement preparation and wealth management.
First Service Financial
First Service Financial is an independent financial advisory company offering trusted, clear and professional financial advice across the UK.
Barclays Wealth Management
Barclays Wealth Management offers a personal and proactive approach to managing your wealth, creating unique solutions tailored to your ambitions.
Company Details
Woodgate Financial Planning is operated by Chesterton House Financial Planning Ltd and is a Active company incorporated on 1 April 1987 with the registered office located in Loughborough, Leicestershire. Chesterton House Financial Planning Ltd was registered 38 years ago.
Status
Active
Size
Small
Directors
7
Age
38 years old
Employees
50
Turnover
Unreported
Total Assets
£1.31M
Cash in Bank
£396.3K
Total Liabilities
-£626.93K
Richard Henry Paxton Urwin
Director • Financial Adviser • Lives in England • Born in Oct 1968
Jonathan Nicholas Potter
Director • Compliance Director • British • Lives in England • Born in Aug 1971
Andrew Kevin Jervis
Director • Financial Adviser • Lives in England • Born in Jun 1958
Dawn Louise Hubbard
Director • HR Director • British • Lives in England • Born in May 1973
David William Wright
Director • Independent Financial Adviser • British • Lives in UK • Born in Sep 1967
Rachel Kitching
Director • Managing Director • British • Lives in England • Born in Dec 1977
More information on Chesterton House Financial Planning Ltd
Teams
All
3
Management
2
Other
1
David Wright
Director • Joined Mar 2003
Anna Sidat
Financial Planning Manager And Chartered Financial Planner • Joined Jun 2016
Ross Mackie
Chartered Financial Planner • Joined Aug 2019
David Wright
Director • Joined Mar 2003
Ross Mackie
Chartered Financial Planner • Joined Aug 2019
Anna Sidat
Financial Planning Manager And Chartered Financial Planner • Joined Jun 2016