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Tony Woodward

Financial Planning Consultant DipPFS, Cert CII (MP&ER), Chartered FCSI

A little bit about Tony

Tony specialises in Pensions advice, including Final Salary*/Defined Benefits, Investments, Trusts and Inheritance Tax planning.

He provides personally tailored face-to-face financial advice in an open, honest and direct fashion. His aim is to build long-term working relationships with his clients based on mutual trust, respect and understanding.

Tony has the Personal Finance Society diploma and the Advanced Pension Transfer qualification. He was granted Freedom of the City of London in 2012 in the Worshipful Company of International Bankers, is a member of the Chartered Insurance Institute and is a ‘Chartered Fellow’ of the Chartered Institute for Securities and Investment.

Tony advises The Start Network, a network of 42 disaster relief charities which include: Save the Children, Oxfam and forty other brand-name charities for whom he helped raise £56m in 2013.

He advises individuals on insurance and equity release and he advises corporate clients on auto-enrolment, business protection and succession planning.

Tony works with accountancy and legal practices to provide advice to their clients.

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

Tony can help you with

Holistic planning

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

Investments

Wealth management advice to make your money to 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.

Income

Permanent health insurance (aka income protection).

General Insurance

Home contents insurance, buildings insurance.

Mortgage

First time buyers, remortgages, buy-to-let.

Deals

Fixed rate deals, discounted, variable and flexible, capped and/or collared.

What people have to say about Tony

Paul Rassmussen

We have been putting a financial review off but we are at an age where our children are growing up and we needed to do some planning.

Tony Woodward came to visit my wife and I at home and arrived bang on time which was important to us. The first thing to say is that Tony was not trying to sell us anything. He asked us to put some basic facts about our financial situation together - which was useful in itself - and then talked us through our plans. He is calm, experienced and knowledgeable. We both felt that his advice was sound and sensible.

We needed expert advice to clarify some questions we had about our future plans for ourselves and our children. Tony explained the options without jargon.

Honestly, we don't feel he could have done a better job for us.