DAVID WOODWARD
Managing Director
David Woodward is our 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 is a regular columnist and financial expert 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 over 30 years of 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. The majority of David’s personal wealth has been generated from tax efficient investing, Commodities and Forex trading, allowing him the financially flexibility to help others reach their own financial goals. David is well known for using his trading skills for the benefit of others, from time to time he trades for charities with remarkable success.
Woodward Financials have a road map to to launch a range of investment funds to add to their global share portfolio benchmarked against world renowned investor Warren Buffett’s Global share portfolio, see how we compare here.
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 a private equity investor who is married to Petra and has two children, he enjoys spending time with friends and family as well as sailing and travel.
We specialise in the delivery of a unique personal advice service and investment strategy tailored around the needs and requirements of our highly valued clients.
David says,
“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.”
”I am very pleased with the way my portfolio is being managed, the low charges and the regular updates I receive. I am more than happy to recommend David’s services.
Robert M
