DAVID WOODWARD
Managing Director
David Woodward is the Managing Director of Woodward Financials, overseeing client investments 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 qualified as an Independent Financial Adviser 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, and forex. His own financial success has been built on tax-efficient investing and strategic trading, giving him the flexibility to help others achieve their financial goals. Notably, David has also used his trading expertise to support charitable causes delivering impressive results.
Woodward Financials is currently developing a suite of investment funds designed to complement its global share portfolio, benchmarked against the legendary Warren Buffett’s holdings. See how we compare here
David sets a high standard for financial planning, aiming to provide clients with greater flexibility, security, and choice in retirement.
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 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
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.
