Woodward Financials are independent financial advisers with office located in Windsor, Newbury, Swindon & Cheltenham as well as support offices in Wiltshire. We specialise in the delivery of a unique personal advice service and investment strategy tailored around the needs and requirements of our valued client base.
As Independent Financial Advisers, we work closely with tax professionals in Windsor and the surrounding areas as well as Newbury, Cheltenham and Windsor to ensure we always maintain awareness of the constantly changing environment in which we work to give our customers the right products and the very best independent advice at all times.
As one of the leading IFA and Wealth advisers, we understand that our clients are completely dependent on a professional, objective and efficient service delivered in a friendly, personal manner. By building trust in our client relationships, we are able to deliver relevant financial advice that is every bit as individual as the people we represent.
We firmly believe that by using registered tax consultants in Windsor, our clients can benefit financially from our wealth management service built around the values of experience, knowledge and continuous improvement.
David is the Managing Director responsible for client investments and business transactions, he is heavily involved with all of the company’s support staff to make sure new and existing clients get the service they expect.
David who has worked in finance for many years, he started his client facing career as a Stockbroker and gained his qualifications as an Independent Financial Adviser at the Chartered Institute of Insurance and The London Institute of Banking and Finance. David understands the importance of professional qualifications, but knows qualifications are no substitute for time served investment experience, he continues building on his personal skill-set of trading the world markets which allows him to provide first hand updates to clients.
David is now building on the service they offer with leading technology and has a road map to list on the London Stock Exchange as well as launching their own range of investment funds.
David sets the bar high thus giving a better chance of clients having flexibility, security and choices in retirement.
On a personal front David is married to Petra and has two children, enjoys music, sailing and travel, David is also a competitive ageing martial artist and although getting on in years still competes at the odd International tournament.
Here to help
Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them.
We develop a practical plan designed to help you meet those objectives. We’ll discuss the plan with you and agree the course of action you want to take. Whilst the final decisions are of course yours, we’re here to help and guide you with jargon-free advice both now and in the future.
Want to know more?
To find out more or to arrange a meeting with us, please call
01753 839348, or email firstname.lastname@example.org