Business Details
44 Years
experience
Trusted Financial Advisers in Ipswich Since 1982
Established in 1982, we have dedicated over four decades to delivering expert financial advice tailored to both personal and corporate clients. As an FCA-authorised firm, we prioritise client needs through personalised strategies, underpinned by rigorous compliance with industry standards. Our team of Chartered Financial Planners and Independent Financial Advisers combines deep market knowledge with a commitment to innovation, ensuring solutions align with individual objectives.We offer complimentary initial consultations, fostering long-term relationships built on trust and transparency. With a focus on pensions, retirement planning, and corporate financial strategies, we serve clients across Ipswich and surrounding regions, continuously investing in staff development to maintain service excellence.
Services
Personal Financial Advice
Corporate Financial Advice
Retirement Planning
Pension Transfers
Estate Planning
Business Protection
Auto-Enrolment Solutions
Employee Benefits
Details
- Year established: 1982
Highlights and features
- We have over 40 years of experience in financial advisory services.
- Our team includes Chartered Financial Planners and certified professionals.
- We offer a complimentary initial financial healthcheck consultation.
- We are fully authorised and regulated by the Financial Conduct Authority.
- Our client-centric approach prioritises long-term relationships and tailored solutions.
Associations and certifications
- Financial Conduct Authority (FCA)
What people say
Great and efficient service
Comprehensive and efficient
Positive feedback from team members
Confident we are in good hands
Accessible and clear presentation
Services
Personal Financial Advice
Tailored financial strategies for individuals, covering pensions, retirement, and estate planning. We assess risk tolerance and long-term goals to design solutions aligned with personal circumstances. Our FCA-regulated advice ensures compliance and client confidence.
Corporate Financial Advice
Specialised guidance for businesses on auto-enrolment, employee benefits, and protection. We create tax-efficient strategies tailored to organisational needs, fostering long-term financial stability. Our team ensures compliance with evolving regulatory requirements.
Retirement Planning
Comprehensive retirement planning services, including pension transfers and at-retirement guidance. We focus on maximising income while minimising tax liabilities, leveraging market expertise to secure clients' financial futures.
Estate Planning
Strategic inheritance tax planning and trust creation to protect assets. Our approach balances legal compliance with client objectives, ensuring efficient wealth transfer across generations while minimising fiscal exposure.
Business Protection
Risk management solutions for businesses, including life and critical illness cover. We design policies to safeguard company assets and ensure continuity during unforeseen events, tailored to sector-specific challenges.
People
Davina Olson
Managing Director
Chartered Financial Planner with over 20 years' experience. Leads strategic direction while maintaining hands-on client advisory roles. Advocate for financial education and regulatory compliance.
Jake Blackmore
Director
Independent Financial Adviser specialising in corporate pensions. Oversees auto-enrolment solutions and business protection strategies. Holds advanced qualifications in mortgage and protection planning.
Rachel Fortescue
Director
Focuses on client relationship management and pension transfers. Ensures service delivery meets FCA standards. Coordinates team training programs to maintain technical excellence.
Questions
What services does Woodward Markwell offer?
We provide personal financial advice, corporate financial solutions, retirement planning, pension transfers, estate planning, and business protection services.
Are you regulated by the Financial Conduct Authority?
Yes, we are fully authorised and regulated by the FCA. Our reference number is 146449.
Do you offer a free initial consultation?
Yes, we provide a complimentary financial healthcheck meeting with no obligation to proceed.
How do you tailor financial advice to individual needs?
We conduct detailed assessments of client goals, risk tolerance, and financial circumstances to create bespoke strategies.
What areas do you serve?
Primarily Ipswich and Suffolk, with clients across the UK including Hampshire and surrounding regions.
Reviews (1)
Donald Anthony
Oct 04, 2020
Report
Positive:Professionalism,Responsiveness
Can't fault the service. Tony has always looked after us.
Can't fault the service. Tony has always looked after us.
