Woodside Wealth fully understand the importance of planning for and securing your financial future. Whether it be for yourself, your family, or your business, it is a critical step in achieving long-term success. Our aim is to assist our clients with holistic advice and planning around pensions and investment strategies to work towards and achieve these lifestyle goals.

We understand that no two clients are the same. That’s why we focus on understanding your unique goals, tailoring our advice to suit your personal or business needs. As your circumstances evolve, our plans are designed to adapt, ensuring they remain relevant and effective.

Rather than offering generic solutions, we provide a personalised service, giving you a dedicated point of contact for all your financial planning requirements. By building strong, long-term relationships, we aim to deliver consistent support and exceptional service at every stage of your financial journey.

Our areas of expertise include

• Pension and Retirement Planning
• ISAs
• Investment Management
• Inheritance Tax and Intergenerational Wealth Planning
• Access to specialist banking
• Mortgages (including Residential, Buy-to-Let, Corporate Buy-to-Let and access to Commercial Lending*)
• Tax Planning
• Individual and Business Protection

Regularly reassessing your financial plans is essential to keep pace with changes in tax laws and legislation. Key life events, such as —changing careers, starting a family, launching a business, or receiving an inheritance—are also important opportunities to revisit your goals and make any required adjustments.

Your financial situation is as unique as you are. That’s why our recommendations are always tailored to meet your individual or business requirements, ensuring that your plans reflect your vision for the future.

Your home or other property may be repossessed if you do not keep up repayments on your mortgage.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select, and the value can therefore go down as well as up. You may get back less than you invested.

*Commercial, some Buy to Let mortgages and auto-enrolment schemes are not regulated by the Financial Conduct Authority.