Senior Partner Practice of
St. James's Place Wealth Management

The client spotlight – Bill Dennis

At Louise Woollard Financial (LWF), fostering great client relationships is at the heart of what we do, and we love hearing about the positive impact our services have on people’s lives. Next in our client spotlight blog series is Bill Dennis, talking about how he finds working with us. Here’s what he had to say…

Tips on how to budget during the festive period

Our principal, Louise Woollard, was recently interviewed by The Huddersfield Examiner for her top tips on helping to manage your pre-Christmas finances. If you missed the original write-up, check out our condensed summary below…

Getting to know Louise Woollard

We’re a small and mighty team here are Louise Woollard Financial, and we’re extremely passionate not just about financial planning, but the genuine and long-standing relationships we build with our clients.

Pension planning……what you need to know

Many people are mystified by their pensions. They receive an annual statement and file it in a drawer every year none the wiser about what this means in relation to their retirement goals.