Woodlands Financial Planning
About
Planning with Purpose
Planning for your future is more crucial today than ever before and meeting those financial goals requires a measured and strategic approach. Serving the New Forest, including areas such as Lyndhurst, Lymington & Brockenhurst, Woodlands Financial Planning provides an Independent, holistic, whole of market financial advisory and mortgage consultancy service to help you achieve your financial goals. Get in contact today to arrange your free initial consultation to either start your financial journey or ensure your current situation is on track.
Services
Retirement Planning
Meeting Your Future Needs
Planning today for your retirement has never been more important or accessible. We can help you make plans to ensure that you are prepared for retirement so you can keep on achieving those important goals.
Investments
Making Your Money Work Hard
Investing your money wisely can help you meet your future financial goals whilst protecting it from the eroding nature of inflation. We’ll help you invest your hard-earned money, so it works hard for you, enabling access to a wide range of investment products in the most tax efficient way.
Estate Planning
Your Legacy, Your Way
Adopting a plan to manage how you pass on assets to the next generation can ensure your legacy is distributed as you would wish. Ensuring you make the most of the various allowances and vehicles available will protect your legacy for those closest to you in a tax efficient manner.
Protection
Protecting Your Loved One's and Businesses
Protecting you and your family against unforeseen events, such as death or serious illness, is the cornerstone of prudent financial planning. Protecting your home, family and businesses will ensure that should the unexpected happen, plans are in place to protect your loved one’s futures.
Later Life Lending - Equity Release
Releasing Your Property Wealth
Lifetime mortgages allow you to unlock the equity in your property whilst remaining in your home. It can provide a great way of supplementing later life income or enabling aspirational goals to be met.
Mortgages
Finding The Right Solution
The mortgage world is a vast and complex marketplace and often it’s a significant financial commitment. Our goal is to find the right solution for you and your circumstances whilst reducing the burden of the process on you.