Financial Planner

Christina Wood

DipFA, CeMAP, CeRER 

 

Christina knows that finding a trusted financial planner is as important as finding a good nursery to care for your children. Christina provides quality advice, whether to help you buy your first home, set-up a life insurance policy or to figure out how to make your money work harder for you.

Being self-employed, she has first-hand experience of helping clients from many varied economic backgrounds overcome the complexities of applying for a mortgage, or make tax efficient choices through pensions and investments.

Protecting your assets and navigating your finances during these challenging economic times can be daunting, which is why Christina prides herself in providing personalised advice to fit with your goals and expectations for now as well as in the future, whether you are a first time buyer/investor or a high-net-worth individual.

“As a holistic financial planner, I take into account all aspects of your life, from income and expenses to personal values and aspirations. I can help you make smart financial decisions that align with your goals.

To help you understand your current financial situation and plan for the future, I can create a cashflow forecast that takes into account your income, expenses, and any assets you have, so that we can identify opportunities for improvement, whether you are working towards retirement or keen on leaving a legacy.”

Christina has a Diploma in Financial Advice as well as holding mortgage, protection and equity release qualifications in Financial Services. She is married and has two small boys and a cat. In her free time, Christina enjoys spending quality time with her two boys, keeping fit, travelling and going to her husband’s gigs.

Christina Wood

Specialist services

  • Pensions
  • Investments
  • Mortgages
  • Protection
  • General insurance
  • Estate planning

Coverage area

  • England

Get In Touch

Get in touch if you have any questions or wish to book a free initial consultation.
Email: info@octofp.com