Wood Wealth
Retirement and wealth planning advice for busy, career-focused women, run by a chartered financial planner in Edinburgh
Highlights
- Young companyFounded 2023
- New on EvolcAdded 2026-11-10
About Wood Wealth
Wood Wealth Ltd is a financial planning practice based in Edinburgh that advises on building, growing, protecting and preserving wealth. Its advice centres on long-term retirement planning, with regular reviews to reflect clients' changing circumstances. Specialist needs such as will writing, tax advice, legal advice, specialist insurance and corporate lending are referred to a network of selected providers.
The practice is an Appointed Representative of St. James's Place Wealth Management plc, which is authorised and regulated by the Financial Conduct Authority, and advises solely on that group's wealth management products and services. Its stated focus is busy, career-focused women building the retirement they want. The company was founded by a Chartered Financial Planner who previously worked at St. James's Place from 2006.
The company is registered in Scotland with its registered office in Melrose and its advice practice in Edinburgh. It was incorporated on 28 December 2023. The website lists Gemma Wood as director and Lisa Douglas as practice administrator.
Product: Personalised financial planning and wealth management advice, with periodic reviews and referrals to specialist providers for wills, tax, legal and insurance needs.
Jobs at Wood Wealth
Leadership
- Gemma Wood · DirectorSource: company website
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