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Financial Advice for Millennials & Gen Z

Focus on your life now, knowing you're being proactive for future you too.

We face major financial decisions in our 20s and 30s, living in a world where we are living longer, prices & populations are rising, and there is a huge amount of unregulated financial 'advice' online.

Introducing Sophie, your FCA regulated Financial Adviser (through Openwork Limited), helping you to:

- Create a financial plan that can change & adapt with your circumstances

- Categorise your money to start making more of it

- Build your wealth, introducing you to investing if appropriate

- Understand investing concepts, to benefit you in the long term

- Ensure you remain on track 

The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.

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Get in Touch

This service is perfect if you are looking to start investing but do not know where to start, or would benefit from guided advice and a Financial Adviser who will have open and straight forward conversations with you (as long as you don't mind her prodding you about things like pension contributions now and again...)

Thanks for submitting! Sophie will be in touch shortly.

The internet is not a secure medium and the privacy of your data cannot be guaranteed.

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Approved by The Openwork Partnership on 21-01-2026

Woldingham Financial Services Ltd is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority.

Privacy Notice:

https://www.theopenworkpartnership.com/privacy-notice/

The information on this website is for use of residents of the United Kingdom only. No representations are made as to whether the information is applicable or available in any other country which may have access to it.

 

Woldingham Financial Services Limited is registered in England. Registered Number: 07409560. Registered Address: Stac Pollaidh, Southfields Road, Woldingham, Caterham, Surrey, CR3 7BG.

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