About Woodlands Financial Planning

Our goal is to increase our clients knowledge of financial services and their financial wellbeing through offering the widest range of products and services from the whole of the market, whilst ensuring that our clients always receive sound advice.
Planning with PurposePlanning for your future is more crucial today than ever before and meeting those financial goals requires a measured and strategic approach. Based in the New Forest, Woodlands Financial Planning provides a 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.
Pensions & retirement:

  • Pensions & retirement planning

  • Financial planning:
  • Wealth management

  • Investments:
  • Investing for income

  • Insurance & protection:
  • Life insurance
  • Critical illness
  • Income protection insurance

  • Tax & trust planning:
  • Income tax
  • Estate planning
  • Capital gains tax
  • Taxation planning

  • Savings:
  • Lump sum
  • Regular savings
  • Savings for children
  • National savings
  • School fees planning

  • Business:
  • Employee benefits
  • Corporate pension
  • Group pensions
  • Group life insurance
  • Group income protection
  • Group risk
  • Group critical illness
  • Group private medical insurance
  • Group protection
  • Group ISA

  • Mortgages:
  • Bad credit
  • Mortgage protection
  • Buy my next home
  • First time buyers
  • Buy to let
  • Remortgage
  • Equity release
  • Right to buy
  • High loan to value
  • Commercial for individuals
  • Overseas
  • Self employed
  • Self build
  • Flexible

  • Find the best price for your project, click on a trade to get started