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
With our registered office in the City of London, Woodward Financials provides independent financial planning, wealth management and investment management services to clients throughout the United Kingdom. We believe successful investment management is built on discipline, evidence and a long-term perspective. Our investment process combines professional research, market analysis and rigorous portfolio oversight to help clients navigate changing market conditions. Our approach has been recognised through multiple industry awards, including being named Best Independent Investment Management Firm in 2021, 2022, 2023, 2024, 2025 and 2026. We specialise in delivering a highly personal advisory service and bespoke investment strategies designed around each client’s objectives, attitude to risk and financial goals. At Woodward Financials, every client relationship is built on professionalism, transparency and a commitment to long-term financial success.
Our Approach
Woodward Financials is built around the belief that successful financial planning and investment management should be disciplined, evidence-led and focused on long-term outcomes.
We work with individuals, families and business owners across the United Kingdom, helping them make informed decisions about their investments, retirement planning and broader financial goals.
