top of page
shutterstock_506383033_edited.jpg

About Us

We are a family business that has been trading in Financial Services since 1991, and pride ourselves in offering a straight forward, friendly service that will explain your financial options in a way that is easy to understand. 

nf.jfif
Neil Foreman
Previous Director & Financial Adviser

Neil is the founder, having built a strong foundation of longstanding clients based largely on referrals; testament to his reputation for providing the highest quality professional advice. 

 

Starting in banking at 18, Neil became an Account Manager and moving onto a Management role. Seeking a new challenge in 1991, he joined Allied Dunbar which, through very iterations, became The Openwork Partnership. He never looked back from this decision, enjoying  supporting his clients on a daily basis.

 

WhatsApp Image 2025-01-15 at 11.42.55.jpeg
Sophie Foreman
Director & Financial Adviser

 

Sophie has her Diploma in Financial Planning and is the Managing Director of the businss. She enjoys open conversations with our clients, establishing their goals and working on their financial plans with them. She is also on a personal mission to help millennials make more of their money. 

Outside of the office Sophie enjoys long runs, baking and looking after her pet tortoise, Clement.

Screenshot 2025-01-15 115726.png
Lauren Reeves
Business Support

With a background in property management, Lauren has joined Woldingham Financial Services to manage the Mortgage Desk, whilst training as a Mortgage and Protection Adviser. Eager to learn and passionate about helping clients, Lauren is excited to guide you through your home-buying journey with friendly, expert support.

In her free time, Lauren enjoys being busy in the garden and long walks with her energetic spaniel Alfie.

fiona fuller.png
Fiona Fuller
Business Support

Fiona has many years’ experience in Financial Service administration, having previously worked for well-established high street banks and insurers.  Fiona has experience in administering a vast array of products and prides herself in providing personal and professional customer service.  She joined the team in 2019.

 

Outside of work Fiona is an active member of Esther’s Academy a women’s holistic programme and is a keen long-distance runner.

We are part of The Openwork Partnership.

 

The Openwork Partnership is a well-established financial services distribution company supporting hundreds of firms, like ours, around the UK.

 

Being part of The Openwork Partnership gives our business the support we need to do what we do best – giving you high quality professional financial advice.

Follow us on facebook 
Approved by The Openwork Partnership on 05-12-2024

Woldingham Financial Services Ltd is an appointed representative of Openwork Limited, which is authorised and regulated by the Financial Conduct Authority. Openwork Limited, Openwork Market Solutions Limited, Omnis Investments Limited and Openwork Wealth Services Limited are separate companies within the Openwork Group.  Openwork Market Solutions Limited is a company registered in England and Wales with a oompany registration number of 03799465, registered office Auckland House, Lydiard Fields, Swindon SN5 8UB

 

Openwork Limited is authorised and regulated by the Financial Conduct Authority, registered in England & Wales under registered number 04399725, Registered office Auckland House, Lydiard Fields, Swindon SN5 8UB

 

Omnis Investments Limited is authorised and regualted by the Financial Conduct Authority, reigstered in England & Wales under registered number 06582314, Registered office Auckland House, Lydiard Fields, Swindon SN5 8UB

 

Openwork Wealth Services limited is registered and regulated by the Financial Conduct Authority, registered in England & Wales under registered number 10266077, Registered office Auckland House, Lydiard Fields, Swindon SN5 8UB

The information on this website is subject to the UK regulatory regime and is therefore targeted at consumers in the UK.

Woldingham Financial Services is a registered company at Stac Pollaidh, Southfields Road, Woldingham, Caterham, Surrey, UK, CR3 7BG. The company number is 07409560.

bottom of page