Quilter Financial Advisers - Tony Woodward

Initial consultation free
Restricted financial adviser
Financial planning expert. Final Salary Pension Transfer Specialist, Investments, IHT planning. Listed for four years in “Vouched For - Guide To The UK's Top Rated Advisers” In "The Times". 126 reviews on VouchedFor 01/12/23. Putting clients first.

We can advise you on

168
£250k+
£250k+
£250k+
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.

Meet our advisers

MR Tony Woodward Chartered FCSI
Financial Planner Listed in The Times supplement - Vouched For Guides To The UK's Top Rated Advisers” for the last 5 years

What our clients say

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Nigel N
I was seeking expert advice to improve my understanding of pension issues and inheritance tax planning Following a discussion on the phone, Tony visited us at home to gain a comprehensive...
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Julie and Sally
Sally was retiring and we were both concerned about our ability to have a secure financial future with the focus being on relocating to Norfolk. Tony helped us to assess and understand our current...
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Nick G
I was looking at options to maximise retirement funds, to provide flexibility of how much and when funds are accessed in retirement with a view to leaving an additional inheritance to our...
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Mark N
I needed to release equity from my final salary pension to purchase a property Tony prepared the case to allow authority to release the cash, and execute the transfer The transfer is now...
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Paul R
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...
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Irene S
I engaged Tony for financial planning for current and future. Plus I had three different Pension plans and needed advice. One Defined Benefit Pension especially required expert skills. Also needed...

Compliance

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

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