Quilter Financial Advisers - Tony Woodward

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

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.

What our clients say

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Susan B
Tony came to see my Mother regarding her finances and releasing a financial gift to her children. Tony was extremely helpful, he worked out the best way to help her achieve the outcome she wanted....
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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 complete...
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Suzanne R
I have seen the outcome I wished for and Tony is always available to give me any information or advice that I need. He assisted me to make the most of my pensions and his advice has provided me with...
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Brendan
We own several rental properties and wanted to make sure that we made the correct decisions for the future. Tony gave advice in relation to Life Insurance to cover the value of the outstanding...
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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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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 children....

Compliance

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

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