Achieve your financial goals with confidence and clarity
At Woodward Markwell, we pride ourselves on our dedication to delivering exceptional financial advice and service to our clients. With over 40 years of experience in the financial services marketplace, we have established ourselves as a leading independent financial adviser with a passion for helping individuals and businesses achieve their financial goals.
Our History
Established in 1982, we have steadily grown within the marketplace, amassing a wealth of experience and know-how within financial advising. We have a strong commitment to excellence, and our team of experienced advisers and support staff are dedicated to providing a personalized service that meets the unique needs of each client.
Our Approach
Our approach is centered around understanding our clients' individual requirements and objectives. We believe in taking the time to listen, understand, and provide tailored advice that is specific to each client's needs. Our team of experts will work closely with you to identify your goals, assess your current financial situation, and develop a personalized plan that addresses your specific needs.
Personal Financial Advice
Our personal financial advice services are designed to help individuals achieve their financial goals, whether it's planning for retirement, saving for a specific goal, or protecting their loved ones. Our services include pension and retirement planning, estate planning, savings and investments, protection and health, and private medical insurance.
Corporate Financial Advice
Our corporate financial advice services are designed to help businesses of all sizes achieve their financial goals. Our services include auto-enrolment, business protection, workplace pensions, employee benefits, and group protection. We understand the unique challenges that businesses face, and our team of experts will work closely with you to develop a tailored plan that meets your business needs.
Accreditations and Charity Work
We are committed to upholding the highest professional standards, and we are proud to be accredited by industry-recognized bodies. We are also dedicated to giving back to our community through various charity initiatives and partnerships.
Meet Our Team
Our team of experienced advisers, managers, and support staff are dedicated to providing exceptional service to our clients. Our team includes Chartered Financial Planners, Independent Financial Advisers, and industry experts who are passionate about delivering personalized advice and service.
Overall Experience
The reviewers have expressed their satisfaction with the service provided.
Service Quality
The service has been described as faultless, with Tony being particularly praised for his efforts in ensuring a smooth experience.
Staff Performance
Tony's professionalism and responsiveness have been commended, suggesting that the staff are dedicated to providing excellent customer service.
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