• About Us
  • Personal Financial Advice
  • Corporate Financial Advice
  • Blogs
  • Contact
Skip to content
  • About Us
    • Accreditations
    • Charity Work
    • Join Us
    • Useful Links
  • Personal Financial Advice
    • At Retirement Advice
    • Estate Planning
    • Pension & Retirement Saving
    • Protection & Health
    • Savings & Investments
    • Private Medical Insurance (PMI)
    • Retirement Planning Tool
    • Resources
    • Useful Links
  • Corporate Financial Advice
    • Auto-Enrolment – The Facts
    • Auto-Enrolment – The Solution
    • Business Protection
    • Workplace Pensions
    • Employee Benefits
    • Supporting Staff Health & Wellbeing
    • Useful Links
  • News
    • Blogs
    • Smart Money
    • Guides
  • Contact

About Us

Woodward Markwell has been established for over 40 years, prospering by placing the needs and requirements of our clients at the heart of our business.

Established in 1982, we have steadily grown within the marketplace, amassing a wealth of experience and knowhow within financial advising.

To ensure we deliver meaningful and appropriate advice, we establish the aims, requirements and objectives of each and every client.

We constantly strive for excellence in all we do, ensuring your experience with us is as streamlined as possible, and that our strategies are focused on being delivered to the highest of standards.

To stay abreast and at the forefront of the industry, we embrace new technologies, systems and products, ensuring our clients receive the most innovative solutions.


Financial Vulnerability Taskforce


Charity Work


Join Us


Useful Links

Directors

Davina-Pic
Davina Olson FPFS,
Cert CII (MP)
Managing Director
Chartered Financial Planner
olsond@wmfal.co.uk 07946 244034
Jake
Jake Blackmore DipPFS CeMAP
Director
Independent Financial Adviser
Blackmorej@wmfal.co.uk 01473 408495
Racheal
Rachel Fortescue DipPFS
Director
fortescuer@wmfal.co.uk 01473 408423

Managers

ann resize
Ann Wilson
Finance Manager
wilsona@wmfal.co.uk 01473 557747

Compliance & Marketing

male-sil
Michael Shemming CertPFS (Paraplanning)
Compliance, Training & Procedures Officer
shemmingm@wmfal.co.uk 01473 552929
melissa
Melissa Cox
Marketing Assistant
coxm@wmfal.co.uk 01473 408448

Independent Financial Advisers

Tom
Tom Crowther BA (Hons) FPFS
Chartered Financial Planner
crowthert@wmfal.co.uk 01473 408425
Dan-Fox-Web-pic-3
Dan Fox MCSI DipPFS
Independent Financial Adviser
foxd@wmfal.co.uk 01473 408492
Liz
Liz Barker Dip CII, Dip PFS
Independent Financial Adviser
barkere@wmfal.co.uk 01473 552930
micky
Micky Lawton DipPFS,
BSc (Hons)
Independent Financial Adviser
lawtonm@wmfal.co.uk 01473 552593
PHOTO-2024-10-03-09-08-49
Chris Alcock Dip PFS Cert II (MP,ER)
Independent Financial Adviser
alcockc@wmfal.co.uk 01473 408411
male-sil
Shawn Pearce DipPFS
Paraplanner/Trainee Independent Financial Adviser
pearces@wmfal.co.uk 01473 408417

Administration

female-sil
Alison Matthias Cert CII (FS)
Senior Financial Services Administrator
matthiasa@wmfal.co.uk 01473 708353
female-sil
Beth Pender
Senior Financial Services Administrator
penderb@wmfal.co.uk 01473 552928
male-sil
Clive Osborne Cert PFS
Senior Financial Services Administrator
osbornec@wmfal.co.uk 01473 408496
Jade
Jade Rohlfing
Financial Services Administrator
rohlfingj@wmfal.co.uk 01473 408422
jane resize
Jane Grimwade
Senior Financial Services Administrator
grimwadej@wmfal.co.uk 01473 408493
Artboard 1@300x
Aidan Monteith
Senior Financial Services Administrator
monteitha@wmfal.co.uk 01473 552591
wendy
Wendy Bones
Client Support Administrator
bonesw@wmfal.co.uk 01473 408494
male-sil
Theo Wills
Apprentice Financial Services Administrator
willst@wmfal.co.uk 01473 408491

Accounts

Judithf
Judith Farthing
Accounts
farthingj@wmfal.co.uk 01473 708354
TinaB
Tina Bartlett
Accounts
bartlettt@wmfal.co.uk 01473 408497
Accredited

We strive to always meet the highest professional standards laid out by industry standards. Investing in staff translates to a better service.

Established

We’re a business with history dating back to 1982 when we set out with the intention of becoming an industry leading financial advisor.

Personable

We pride ourselves on the personable service we deliver to all clients regardless of service. Our clients are our number 1 priority.

Want to find out more?

Friars House, 2 Falcon Street, Ipswich, Suffolk, IP1 1SL

Telephone: 01473 408422

ifa@wmfal.co.uk

  • Privacy Policy
  • Terms of Business
  • Complaints Procedure

Woodward Markwell Financial Advisers Ltd is authorised and regulated by the Financial Conduct Authority (FCA). You can confirm this by visiting the FCA website www.fca.org.uk/register. The firm’s reference number is 146449.
Our registered address is: Friars House, 2 Falcon Street, Ipswich, IP1 1SL. Registered in England No. 2492078