Life's big questions
We all have those questions that keep us up at night, but they don’t have to remain unanswered.
We are here to answer life's big questions
Am I saving enough for retirement?
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You can’t leave anything to chance when planning for retirement.
Discover moreHow do I take money from my business tax-efficiently?
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We’ll look at different options to craft the best plan for you and the business.
Discover moreWhat should I do with my pension pots?
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You’ve got some big decisions to make, but you don’t have to do it alone.
Discover moreAre my investments set up as efficiently as possible?
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Delegate your finances to an experienced team and ensure they work for you.
Discover moreWhen should I start planning to exit my business?
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Having an exit plan is essential to ensuring you're on the right path.
Discover moreWhen can I afford to retire?
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Establish your number and feel confident for when you retire.
Discover moreHow do I pass on wealth to the next generation?
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Ensure your wealth goes to the right people at the right time.
Discover moreIs now the right time to move home?
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We’ll search the whole of market to find the right mortgage deal for you.
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Answering your questions,
one step
at a time
Understanding you
Our journey starts with fact-finding and gathering information to understand the value we can add.
Establishing your position
We delve into the details and understand where you are right now and what’s needed to achieve your goals.
Creating your plan
We’ll pull together our recommendations before presenting them to you and answering any questions.
Implementing your changes
We like to take the weight off your shoulders, so we will implement our recommendations on your behalf.
Your ongoing journey
Financial planning is ongoing, so we’ll meet with you annually to review your strategy.
Marshall Wooldridge Financial Services Limited is authorised and regulated by the Financial Conduct Authority. View our authorisation under our reference number, FCA No. 729853 or by visiting their website. Registered office address: Unit 4b, Regency House, Kirk Lane, Yeadon, Leeds, West Yorkshire, LS19 7EP. Registered in England and Wales. Company no. 09887995.
Should you have cause to complain and you are not satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows: The Financial Ombudsman Service, Exchange Tower, London, E14 9SR. www.financial-ombudsman.org.uk
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