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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

Get in touch to see how I can help you to build a robust plan for your estate.
Contact me today

An adviser’s insight

Graphic for the Estate Planning campaign

Have you considered the importance of estate planning?

Many people don’t realise that inheritance tax (IHT) can apply once your estate goes over £325,000, although some people may also benefit from an additional residence nil rate band when passing on a home to direct descendants. This includes property, money, investments, and everyday belongings, and from April 2027, unused pension savings may also form part of your estate for inheritance tax. This can affect how much of your wealth is ultimately passed on to the people who matter most.

Estate planning helps ensure your wishes are followed and that as much of your estate as possible passes to the people you choose. However, the rules around inheritance tax can be complex and lots of people don’t understand how allowances apply or what their tax position will be.

That’s where I can help. I can help you to get a clear picture of the value of your taxable estate, explore ways to manage or reduce any tax liability and put a long-term plan in place that fits your goals and circumstances.

If you’d like to take control of your legacy, let’s talk about how I can support you.

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.

What to expect

In advising you, I follow a simple and trusted 3 step process:

1. Free intro call to understand your needs

We will arrange a time to talk about your goals and plans.

2. Personalised plan

I'll prepare a tailored plan which always takes full account of your goals, and gives you the steps and expert support from me to get there. All explained simply.

3. On going check-ins, on your terms

I'll be there as your financial adviser to give you the support you need.

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 Financial Services Ltd & Quilter Financial Ltd on 01 August 2022.