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Expert Services from your Independent Investment Advisory in Windsor

As an experienced independent investment advisory in Windsor with a wealth of career experience, a large part of our service credentials are built around connecting with people. In many instances, our clients arrive without a clear idea of the services they actually require. By focusing on their needs on an individual basis, we are always able to identify the best services to meet and exceed expectations.
From mortgage solutions and life insurance to advice on inheritance tax in Windsor, we always aim to provide an inclusive, knowledgeable service that resolves all of your concern and queries.

Help choosing Tax Advisors in Windsor

With so many tax advisors in Windsor and the surrounding areas, Woodward Financials can guide you through the process of choosing the right one to meet your needs, as this is an important part of financial planning. Our personalised service is developed around the lifestyles, characters, needs and aspirations of each individual client and the most appropriate service is decided upon once those factors are established.
Woodward Financials in Windsor invite prospective new clients to browse through our extensive list of services where key areas of expertise and activity are highlighted.

Saving and Investments Planning

  • Investment Bonds
  • Investments
  • ISAs
  • OEICs and Unit Trusts
  • Multi-Manager and Funds of Funds
  • Portfolio Planning
  • School Fees
  • Savings
  • Structured Products

The value of the investment and the income they produce can go down as well as up and you may not get back as much as you put in.

Retirement Planning

  • Annuities
  • Group Pensions
  • Personal Pensions
  • Pre-retirement planning
  • Post-retirement planning
  • SSAS
  • SIPPs
  • Stakeholder Pensions
  • Executive Pension Planning

The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested.

Protecting your Loved Ones

  • Critical Illness
  • Income protection
  • Life Assurance
  • Whole of Life
  • Mortgage Protection
  • Private Medical
  • Buildings and Contents
  • Business Protection
  • General Insurance

Tax Planning

  • Inheritance Tax in Windsor
  • Capital Gains Tax
  • Tax Efficient Investments
  • Tax Efficient Savings
  • Tax Planning Advice

Tax planning is not regulated by the Financial Conduct Authority.

Mortgage Solutions

  • Mortgages
  • Buy-To-Let
  • Remortgages
  • Agricultural Mortgages
  • Commercial Mortgages

Your home may be repossessed if you do not keep up repayments on your mortgage.

Corporate Planning

  • Business Protection
  • Shareholder/Partnership Protection
  • Employee Benefits
  • Corporate Investment Services
  • Risk Mitigation

About Your Advisor
It is our firm belief that clients obtaining qualified independent advice from registered IFA advisors are accepting responsibility for the financial futures of themselves and their families.
Risk Information
  • The value of investments and pensions can fall as well as rise. You may get back less than you invested
  • Your home may be repossessed if you do not keep up repayments on your mortgage
David is an excellent Financial Advisor; always going that extra mile and incredibly diligent to ensure the advice he gives is specific to personal circumstances.