Woodward Markwell is an independent firm of financial advisers based in Ipswich. We help individuals, families and businesses across the UK plan with clarity — through every stage of life, every market cycle.
Whether you're planning your retirement or your company's pension scheme, the principles are the same: clear thinking, careful structure, and advice that's genuinely independent of any product provider.
For individuals and families seeking long‑term clarity on their pensions, savings, retirement income and legacy.
For business owners, finance directors and HR leaders who need a partner for their workplace schemes and risk planning.
Markets change. Regulations evolve. Products come and go. The traits clients value in us have been the same since 1982 — which is, perhaps, why so many of them are still with us.
We invest continually in our advisers' qualifications and professional standing. The quality of advice you receive is a direct function of the people giving it — so we put exceptional care into who joins our team.
Founded in 1982 in Ipswich, we've quietly built a practice across more than four decades. Many of our clients have been with us for generations — children and grandchildren of those we first advised.
Our advisers know their clients by name, not number. You'll speak to the same person each time. Calls are returned the same day. It sounds old‑fashioned because, in a sense, it is.
A complimentary first meeting. No pitch, no obligation — just questions, and the chance to talk through where you are and where you'd like to be.
We map your existing arrangements against your objectives, look for gaps, inefficiencies and tax drag, and put numbers to your real options.
Independent, evidence‑led recommendations in writing — explained in plain English. You decide what to act on and when.
Plans are living things. Annual reviews keep yours aligned with markets, legislation and the changes in your own life.
A close‑knit team of Chartered and Independent Financial Advisers, paraplanners and client managers — based at Friars House and working across the UK. These are the people you'll speak to, year after year.
Plus a wider team of advisers, paraplanners, compliance specialists and administrators supporting every client relationship.
Meet the full team →
A selection of recent, unedited testimonials from clients across our personal and corporate practices.
A great and efficient service. The advice I received was completely tailored to my requirements and carried out in a friendly and professional manner. I would thoroughly recommend Woodward Markwell for pensions advice.
Over many years Woodward Markwell has provided a comprehensive and efficient service. Sharon is particularly helpful and always responds to queries quickly and effectively.
May I thank you personally for all your help and guidance this year — it's been a wonderful experience moving, retiring and taking up new pursuits. With you behind us we are confident we are in good hands financially.
Really positive feedback from team members — they felt your presentation was accessible and clear, their questions were answered, and they understood the proposed pension change better as a result.
Regular notes from our advisers on the topics our clients are asking about — pensions, trusts, markets and the long view.
An initial meeting with one of our advisers is always without charge or obligation. Tell us a little about what you're hoping to achieve, and we'll arrange a time that suits — in person at Friars House, by phone, or by video.
Call 01473 408422 →