DAVID WOODWARD
Managing Director | Investment Management
David Woodward is the Managing Director of Woodward Financials, overseeing portfolio management and business operations. He works closely with the company’s support team to ensure both new and long-standing clients receive the high level of service they expect and deserve.
With over 30 years of hands-on investment experience, David brings a wealth of practical knowledge to his role. He began his career as a Stockbroker and later achieved regulated qualifications through the Chartered Insurance Institute and The London Institute of Banking & Finance. While he values professional qualifications, David believes that real-world experience is irreplaceable when it comes to navigating global markets.
David is a seasoned financial columnist and market expert, known for providing clients with timely insights drawn from his personal trading activity across global equities, commodities, futures and forex. His own financial success has been built on tax-efficient investing and strategic rules-based discretionary trading with quant discipline, giving him the flexibility to apply the same disciplined investment principles across client portfolios. Notably, David has also used his trading expertise to support charitable causes delivering impressive results.
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Outside of work, David is a private equity investor, husband to Petra, and father of two. He enjoys sailing, traveling, and spending quality time with friends and family.
We specialise in bespoke investment strategies, with advice and planning integrated where appropriate to support client objectives.
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
Headquartered in Windsor with additional offices in Swindon, Newbury and Cheltenham as well as support offices in Wiltshire.
At Woodward Financials, we’re not like the traditional, outdated wealth advisory firms that rely on the same old investment strategies. We do things differently. Our philosophy is simple: deliver better returns in rising markets and preserve more capital in falling ones—consistently, over the long term.
How do we achieve this? By leveraging cutting-edge technology in ways no other firm does. Our innovative approach has earned us recognition as the Best Independent Wealth Firm four years running—2021, 2022, 2023, and 2024.
We specialise in delivering a truly personal advisory service and a bespoke investment strategy tailored to the unique needs and goals of each of our valued clients. At Woodward Financials, your financial future is built on precision, innovation, and trust.
