Your investment is driven by technology
Our Stockbroking investment strategy is cutting edge. We believe our innovative approach to investing in stocks is unique to Woodward Financials.
Finding a financial adviser who is also a stockbroker can be just as difficult as finding a winning stock, thankfully you have arrived at the right place.
Our trading technology monitors the investment markets 24 hours a day 7 days a week putting Woodward Financials light years ahead of any Wealth Management firm.
We use the very best analytical software to select direct shares to be held within our Global share portfolios and we act swiftly to make sure our client portfolios perform at their absolute optimum. In addition to this our support team monitors every investment held by every client every trading day.
Our advisers act in your very best interests
Our wealth management investment technology and stockbroker experience means we are tentatively leading the way with a second to none investment strategy, meaning that as each month goes by will make a real difference to your financial goals, but we are not stopping there, we are enhancing our technology further.
Global share portfolio, launched December 2022, benchmarked to Warren Buffett’s portfolio. Updated 1st July 2025
Alpha share portfolio launched 1st May 2025, benchmarked against the S&P 500, updated 1st July 2025
All you need to do to gain access to our Global share portfolio and Alpha share portfolio is to become a client or transfer assets from another wealth manager, adviser or bank.
Clients are not expected to invest solely in our shares portfolios, this only forms part of our overall wealth offering, but we do have a minimum investement of £250,000 This is so we can focus on our existing clients, before any investment is made a full risk review will be carried out.
Investments are designed to be held for a longer-term, usually at least 5 years. You need to be comfortable with tying up this money for a period and should not consider investments unless you have some savings in place. You may have arrived at our website as you are disappointed with your current wealth manager or stockbroker, if coming from another adviser, your goal maybe to recover losses incurred by your previous adviser, if you have in fact incurred a loss with another broker or wonder if your investment performance is poor, we can tell you. The sooner you get in touch the faster we can get you back on track.
THE MATH OF RECOVERY FROM A PORTFOLIO LOSS
The value of investments may fall as well as rise with any stockbroker. You may get back less than you originally invested and depending on the economic climate you may experience greater levels of volatility.
Looking to move from another adviser or advice firm do get in touch
”Woodward Financials go that extra mile I would highly recommend them to anyone that needs a financial adviser that surpasses all others.
