Private clients

Private clients are very important to Woolford & Co.  Our objective is to help these individuals build and develop their wealth and to also help them preserve it.

A number of our private clients are also Woolford & Co. business clients. In such instances our services can then be tailored to help clients manage their business and their wealth as effectively as possible.

Tax planning is a vital element of the services we provide to private clients. Retirement strategies and estate and inheritance tax planning expertise is also available. Woolford & Co. also provides advice regarding trusts and executorships to our private clients when such services are appropriate to help meet their needs.