Independent Financial Advisers

An independent financial adviser from Wood Kirkbride can help you make informed decisions about your financial future.

With over 30 years’ experience, we can offer advice on a wide range of services, including retirement planning, investment planning, pension advice and tax-efficient investments.

What’s more, a Wood Kirkbride independent financial adviser can assess the different financial products on offer and advise on the right choice for you.

Wood Kirkbride is not affiliated with any banks or brokerage firms, so you can be confident that our financial advice is completely impartial and that our recommendations are solely focused on your best interests.

What we offer as independent financial advisers

At Wood Kirkbride Independent Financial Advisers (IFAs), we offer a wide range of services tailored to meet your unique financial needs and goals.

These services are designed to help you achieve financial security and peace of mind, knowing that your financial affairs are being managed with expertise and care.

Our independent status allows us to provide unbiased advice that’s in the best interests of you, our client.

independent financial advice from Wood Kirkbride

What happens next?

When you work with Wood Kirkbride, we will take the time to understand your needs, goals and preferences before we make any recommendations – this is the process we follow:

Your initial contact

We will discuss your reasons for making contact and arrange a convenient time and place to meet with one of our team of experienced independent financial advisers. This can be either at your home or our office.

Your initial meeting

We do not charge a fee at this first meeting, as we would like to understand what you are looking to achieve.

If there is anything you want to discuss, your initial meeting with your financial adviser is the perfect time to consider these other areas.

Your financial adviser will assess your assets and liabilities, discuss your objectives and priorities, and as part of this process we consider establishing your attitude to risk as vitally important if considering investment or pension planning.

Preparing our recommendations

Using the information they obtain from you, your financial adviser will develop a detailed financial plan and look at whether this plan will fit in with your future plans.

They will research the market, review different products and providers, and follow up with the preparation of a document tailored to your individual goals and circumstances.

Discussing our recommendations

Your financial adviser will take you through their recommendations in detail, explaining why they’ve chosen specific solutions and outline product features.

At Wood Kirkbride, our goal is to ensure you understand why we have recommended certain products or a particular advice strategy.

As independent financial advisers, we are not tied to any specific financial products or companies, therefore you can be confident that our financial advice is completely impartial.

We’ll also discuss the cost of any future work, which will be determined by the frequency and type of ongoing service you require.

Implementing your plan

Your financial adviser will make sure that all the recommendations to which you’ve agreed have been implemented, with all the necessary product paperwork completed and processed.

They will also liaise with your accountant or solicitor if appropriate.

Reviewing your plans

You’ll decide and we’ll confirm how often you want to review your plans. The frequency and level of contact you have with us is up to you. This can done via face-to-face meetings, video link, telephone discussions or email.

We will also need to know about any life-changing events that may affect your finances and will require you to assess your financial planning strategy, such as: