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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. 

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Neil Foreman
Director & Financial Adviser

Neil is the founder of Woldingham Financial Services, having spent almost twenty years building a strong foundation of longstanding clients based largely on referals; testament to his reputation for providing the highest quality professional advice. 

 

Starting in banking at the age of eighteen, Neil became an Account Manager at Lloyds Bank before becoming a Business Development Manager at TSB in 1988.

 

He sought a new challenge in 1991, joining Allied Dunbar which became Zurich Advice Network and finally The Openwork Partnership. He never looks back from this decision, enjoying developing his business and supporting his clients on a daily basis.

 

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.

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Sophie Foreman
Financial Adviser

 

Sophie has her Diploma in Financial Planning as well as being a History graduate from the University of Warwick. 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.

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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.

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