A Smarter Way to Invest in Global Equities
At Woodward Financials, we offer direct share portfolios benchmarked against both Warren Buffett’s portfolio and the S&P 500 — giving high-net-worth individuals the transparency, control, and performance they deserve.
Our minimum investment is £250,000, and our approach is anything but ordinary. We combine cutting-edge trading technology with over 30 years of stockbroking experience to deliver a service unmatched in the wealth management industry.
Unlike traditional advisers, we are both financial advisers and stockbrokers, giving you access to direct equities selected using advanced fundamental and technical analysis.
Our proprietary systems monitor global markets 24/7, allowing us to act swiftly and decisively. Every client portfolio is actively managed and reviewed daily by our expert support team to ensure optimal performance.
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👉 Read on to Compare Our Strategy to Buffett’s →
Technology-Driven Wealth Management with Proven Results
At Woodward Financials, our advanced investment technology combined with decades of stockbroking experience puts us at the forefront of modern wealth management. Our strategy is designed to make a measurable impact on your financial goals — month after month — and we’re continuously enhancing our systems to stay ahead of the curve.
We offer two exclusive direct share portfolios:
- Global Share Portfolio – Launched December 2022, benchmarked against Warren Buffett’s portfolio. (Updated: 1st November 2025)
- Alpha Share Portfolio – Launched May 2025, benchmarked against the S&P 500. (Updated: 1st November 2025)
Accessing these portfolios is simple: become a client or transfer assets from your current wealth manager, adviser, or bank.
These portfolios form part of our broader wealth offering. While clients are not expected to invest solely in shares, we do require a minimum investment of £250,000 to ensure we maintain the highest level of service and focus for our existing clients. Before any investment is made, a comprehensive risk review will be conducted.
Our investment philosophy is long-term — typically a minimum horizon of 5 years. You should be comfortable committing capital for this period and have sufficient savings in place before investing.
If you’re here because you’re disappointed with your current adviser or stockbroker, or you suspect your portfolio has underperformed, we can help. Whether you’re looking to recover losses or simply want a second opinion, our team can assess your current holdings and provide a clear path forward.
⚠️ Please note: All investments carry risk. The value of your portfolio may fall as well as rise, and you may get back less than you originally invested. Market conditions may also lead to increased volatility.
👉 Looking to switch advisers? contact our independent stockbrokers in Windsor, Swindon, Newbury and Cheltenham today.
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