Planning for your financial future
We offer a wide range of financial services — including inheritance tax planning, pension transfers, retirement strategies, investment advice, and more. Explore our full list of services below.
Planning your financial future can feel overwhelming — like piecing together a complex puzzle. Our expert guidance helps bring clarity to short-term decisions and long-term goals, from budgeting for holidays to preparing for retirement. We also help you navigate life’s uncertainties, such as redundancy, illness, and tax planning, so you can live confidently and without regret.
Working with you and your money
Our advanced cash flow modelling software helps you visualise your financial future, assess your current position, and plan with confidence. It includes scenario planning tools that simulate financial shocks, helping you prepare for unexpected events and build a resilient strategy.
With ongoing support and annual reviews, we’ll ensure your financial plan stays on track — removing uncertainty and replacing guesswork with clarity. Let’s plan your future together and revisit it regularly to keep you aligned with your goals.
Ready to take control of your financial future?
Whether you’re planning for retirement, managing inheritance tax, or reviewing your pension strategy — we’re here to help.
”I have been a client of David’s and Woodward Financials for many years, David has impressed me most of all as he truly cares about me and my family.
Our Financial Services
INVESTMENTS
- ACTIVE INVESTMENT WEALTH MANAGEMENT
- STOCKBROKING – GLOBAL SHARES PORTFOLIO more
- PORTFOLIO PLANNING
- INDIVIDUAL SAVINGS ACCOUNT (ISAs) more
- INVESTMENTS – watch video
- VENTURE CAPITAL TRUSTS more
- SEED, ENTERPRISE INVESTMENT SCHEMES more
- UNIT TRUSTS
- CAPITAL INVESTMENT BOND more
- MULTI-MANAGER AND FUND OF FUNDS OEICS
- STRUCTURED PRODUCTS more
- ESG or SOCIALLY RESPONSIBLE INVESTING – watch video
PENSIONS
- AUTO ENROLMENT
- PERSONAL PENSIONS (PPP) GROUP PENSIONS more
- PENSION CONSOLIDATION- watch video
- INCOME DRAWDOWN OR USP (AKA UNSECURED PENSION)
- FLEXI ACCESS DRAWDOWN (New Pension Rule)
- EXECUTIVE PENSION PLANNING
- STAKEHOLDER PENSIONS
- SIPP (A Self-Invested Personal Pension)
- SSAS (Small Self-Administered Scheme)
- ANNUITIES & IMPAIRED LIFE ANNUITIES more
PROTECTION SPECIALIST
TAX EFFICIENT PLANNING
- PRE-RETIREMENT PLANNING – watch video
- POST-RETIREMENT PLANNING
- EXIT STRATEGY PLANNING
- STRATEGIC DIRECTOR PLANNING
- LONG-TERM CARE PLANNING
GENERAL INSURANCE
- BUILDINGS AND CONTENTS INSURANCE
