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Woodlands Financial Planning

Independent Financial Planning Consultancy

Whatever changes you’re hoping to make or goals you’re trying to achieve, We’ll provide you with sound Independent advice and professional guidance every step of the way.

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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.

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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.

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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.

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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.



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.

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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.



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.

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Woodlands Financial Planning Ltd take your privacy seriously. This form collects your name, email address and phone number so that we may contact you by these means about our services. Please read our Privacy Policy to see how we protect and manage your data.

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Our services relate to certain investments whose prices are dependent on fluctuations in the financial markets beyond our control. Investments and the income from them may go down as well as up and you may get back less than the amount invested. Past performance cannot be used as a reliable prediction of future performance.

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

Woodlands Financial Planning Ltd is an Appointed Representative of New Leaf Distribution Ltd which is authorised and regulated by the Financial Conduct Authority: FCA Number 460421

Woodlands Financial Planning Ltd is registered as a limited company in England company no: 14442376. 

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