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

Woodland Financial Services

Dominic Stephens

DipPFS
Planning for a secure future whether for yourself, your family or your business is one of the most important steps you will ever take. I appreciate that you are unique, which is why I will tailor the services and recommendations that I make specifically to you.

About

Dominic Stephens has devoted his working life, now spanning in excess of 30 years, to helping others make the most of their money and realise their financial goals.

Dominic began his career with Provident Mutual now part of the Aviva Group, and then in 1993 saw that he could provide clients with a better service and the best possible advice by setting up his own Practice Woodland Financial Services.

As the Principal he promotes the development of lifelong relationships with clients, helping them to secure the financial futures of themselves and their families through the breadth of wealth management and financial planning services that he offers.

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Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

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Why Choose St. James's place?

We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.

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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.