Tony Woodward
Chartered Financial Planning Consultant DipPFS, Cert 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.
Start the conversation
Get in touch if you’d like to discuss how to balance your present spending plans with your future saving goals, or any other financial matters you’re thinking about.
Contact me today
An adviser’s insight
Spend wisely and save smartly
June can be one of the best months of the year with summer well and truly on the way. But with all those holidays, weddings, anniversaries, and other spending, it can also be one of the most expensive too.
While you should be focusing on the present, it’s also important to be aware of how major outlays now can have a significant impact on your financial security in later life. A cashflow model can give you a clear picture of the consequences your spending and saving can have on your future.
It’s also good to know about the ways you can use your tax-free allowances wisely on certain expenditures. For example, your gifting allowances can let you pass on up to £3,000 a year to your loved ones without it being added to the value of your estate.*
Together, we can make a plan to help you live your life to the full now, while still having the retirement you want later on.
Click on the contact me today button at the top of my profile to discuss how I can help you.
*Source: HMRC
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
Tony is located in Henley-On-Thames and offers expert financial advice to suit your needs.
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 Insurance 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.