Our Clients
Woodside Financial Planning Ltd has a diverse range of clients which include the following:
* Individuals requiring generic financial advice (investment, pensions, life assurance etc)
* High Net Worth clients requiring bespoke portfolio planning and advice
* Corporate clients requiring tax, business advice & occupational pension advice
* Small Businesses requiring employee benefit advice & generic financial advice
* Charities and not for profit organisations
Privacy Notice
Before you supply any personal details to us via the contact us page on this website please read our customer privacy notice document (provide link or state location). This notice sets out how we will process your personal data in line with the General Data Protection Regulations. Once you have read the customer privacy notice, please tick to confirm that you have read it and that you agree to Woodside Financial Planning Ltd processing your personal information for the purpose of contacting you.
We will not use the details you provide us in the contact page to market to you.