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Tony Woodward

Chartered Financial Planning Consultant DipPFS, Certs CII (MP&ER), Chartered FCSI in Henley-On-Thames

A little bit about Tony

I specialise in pension advice, including final salary*/defined benefits, investments, trusts, and inheritance tax planning for High New Worth clients and businesses. I offer tailored, open, honest face-to-face or remote financial advice. I use cutting-edge software with all my clients to create bespoke models of their potential financial future and various scenarios based on alternative financial decisions. Then, I work closely with clients to deliver this plan.

Find out more about me below.

Start the conversation

Your money won’t reach its goal unless it has a direction. But with a plan, it can work towards something better. I can help.
Contact me today

An adviser’s insight

Money needs a plan. Here’s where to start

Money doesn’t make decisions on its own. Left sitting in cash, it quietly loses value. That’s why money needs a plan. It’s not about being wealthy or knowing all the answers – it’s about giving your money direction. And in the UK, many people miss out simply because they don’t take that first step.

  • Most people in the UK save sporadically or leave money sitting in cash – missing out on growth.
  • Planning gives peace of mind. It turns uncertainty into clarity.
  • The earlier you start, the more powerful the impact – but it’s never too late.
  • Quilter’s purpose is to help build brighter financial futures. That starts with a plan.
  • Investing always carries risk. The value of investments can go up and down and you may get back less than you invested.

Making your money work for you

Why investing matters

  • Lazy money loses value over time – inflation chips away at it.
  • Investing little and often helps your money grow without needing to be an expert.
  • A plan helps you stay focused and avoid reactive decisions.

Inflation and ‘lazy money’

  • Inflation quietly erodes the value of your savings.
  • £10,000 in cash today could be worth significantly less in 10 years.
  • Investing helps protect your money from inflation and grow it over time.
Ready to build your plan? Contact me using the details above.

Services

Holistic planning

Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.

Income Protection

Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.

Investments

Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.

Pensions

Expert advice to help provide comfort in your retirement.

Protection

Whole of life and term assurance protection, private medical arrangements, critical illness insurance.

Business Services & Protection

Commercial mortgages/remortgages, workplace pension and employee benefits. Commercial mortgages are by referral only.

Qualifications

Diploma in Financial Planning

  • The Level 4 Diploma in Financial Planning from the Chartered Insurance Institute develops core technical understanding across a broad range of key financial planning areas.

Certificate in Mortgage Advice

  • The Certificate in Mortgage Advice (Level 3) meets the FCA standards for mortgage advisers. It develops an understanding of the sector and the mortgage process, and enables advisers to meet individual client needs.

Certificate in Equity Release

  • The Certificate in Equity Release is a specialised and highly regarded qualification within the financial services industry. Designed to equip professionals with the knowledge and skills needed to provide expert guidance on equity release products, this certification programme plays a pivotal role in ensuring that individuals can make informed decisions about releasing equity from their homes.

Certificate in Pension Transfer Advice

  • Level 4 Certificate in Pension Transfer Advice develops the in-depth knowledge and practical skills by anyone seeking to advise on the transfer of safeguarded benefits, an increasingly important part of the advice process following the Government's pension reforms.

Award in Long Term Care Insurance

  • Develops knowledge and understanding of long term care cover, including legal, taxation and regulatory issues and the responsibilities of local authorities.

Chartered Fellow

  • The pinnacle of CISI membership. Exclusively for professionals who have demonstrated the highest levels of knowledge and standards of professionalism.

Testimonials

Mark

For a number of years now Tony has provided us with various advice and support with our financial matters in a helpful and professional manner.

Sarah

Tony has taken the time to explain the detail and benefits of financial planning for our future needs, with aplomb.

Allison

Tony, has a lot of experience and was very helpful in sharing his knowledge with me to help in my decision making around the process to transfer my DB pension.

Stan

Tony is well versed in the subject of Pensions and Defined Benefit Pensions in particular. He explained everything I wanted to know to make an informed decision.

Location

Tony Woodward's location

  • Henley-On-Thames
    London and the home counties
    RG9
    United Kingdom
Tony Woodward's location

Tony is located in Henley-On-Thames and offers expert financial advice to suit your needs.

Tony Woodward's location

More about me

I have the Personal Finance Society diploma and the Advanced Pension Transfer qualifications, and I am a Chartered Fellow of the Chartered Institute for Securities and Investment.

I previously advised The Start Network, a network of 42 disaster relief charities, including Save the Children, Oxfam, and 40 other brand-name charities, for whom I was instrumental in raising £56m in 2013.

I work closely with highly regarded accountants and legal practices to advise their clients.

*Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people.

The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.

The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.

Quilter Financial Planning Network only: This financial promotion was approved by Quilter Wealth Ltd, Quilter Financial Services Ltd, Quilter Mortgage Planning Ltd, Quilter Financial Ltd, Quilter Financial Planning Solutions Ltd & Lighthouse Advisory Services Limited on 01 August 2022.