Mary,
In our care since
I wanted to retire but was unsure how to approach the financial planning aspect of doing so.
I was lucky enough to be directed to MW-FS for guidance. Adam explained the process of pooling our finances into one plan and the benefits that can be gained from doing so.
Having Adam's support has stopped me worrying about having a stable income for the years to come and the prospect of being able to leave my family financially secure.
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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