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Who we are and what we do
Every advisor at Bingham-Woods is qualified in their own field and will concentrate on the key areas that matter to you most.
The result is clear: you'll benefit from impartial advice and can take advantage of intelligent solutions for all your financial needs in the process. Whatever your area of financial need we will be able to help, guide and assist you.
Financial Services
We offer a full range of financial services and have highlighted three of our most popular below.
Mortgages
Mortgages are loans which are intended to help buyers purchase residential property. When you take out a loan, the lender charges...
view more Protection
There are events we can all face that have the potential to completely transform our lives. It’s a difficult issue to think about...
view more Pensions
A well prepared pension plan which is regularly reviewed should go some way to providing you with a reasonable level of income in...
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Our plan for you
1About You
We meet together to discuss your personal circumstances and your current financial situation.
2Your Goals & Ambitions
Next we discuss your objectives and your aspirations, as well as any concerns that may arise.
3Analysis
We'll discuss with you our analysis of your current financial position, and outline our initial thoughts for the plan.
4How to get there
So now we know where you are and where you want to be. In this phase we present your Personal Financial Plan.
5Implementation
It's time to implement the plan. Every course of action we have recommended and agreed with you is now put into motion.
6Review the Plan & Progress Updates
If required, review dates will be agreed and can take place annually or more regularly if required or requested, ongoing fees will be agreed as to which service level is required.
WANT TO MAKE THE MOST OF YOUR WEALTH?
Contact us now to speak to one of our Financial Advisors
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Privacy Notice
Registered office address: 2 Bridge Street, Spalding, Lincolnshire, PE11 1XA
Registered in England and Wales under reference 05994922
Bingham-Woods Independent Financial Advisors Ltd is an appointed representative of Quilter Wealth Ltd and Quilter Mortgage Planning Limited, which are authorised and regulated by the Financial Conduct Authority.
Quilter Wealth Ltd and Quilter Mortgage Planning Limited are entered on the Financial Services Register (https://register.fca.org.uk/s/) under reference 217742 and 440718.
The guidance and/or information contained within the website is subject to UK regulatory regime and is therefore targeted at consumers based in the UK.
