Tony Woodward

Financial Planner/Defined Benefit/Final Salary Pension Transfer Specialist/IHT planning Listed in “Vouched For - Guide To The UK's Top Rated Advisers” In "The Times" for seven years running. Most clients are referred to me by existing clients because I am a 'Lifestyle' financial planner, and they love what I do for them. I bring you ‘peace of mind’ so that you can squeeze every drop out of the rest of your life. Imagine how much better off you are going to be if you make wise financial decisions for the rest of your life. Here are the key things my clients ask me about: "Am I investing wisely?" "Am I paying as little tax as possible?" "What is the most tax-efficient way to take income?" "Can I afford to retire? If so, when? "Should I downsize? Should I move my final salary pension?" "How much will I have to live on in retirement?" "Can we help the children with a house deposit?" I can help you with all of the answers to these questions and more and help you achieve your life aspirations. Families with multiple incomes, investments, pensions and goals need sophisticated advice on their financial journey, visualising this is very difficult. This is where lifestyle financial planning software helps you. “My goal is to ensure that you have the money you need to live the life you want for the rest of your life, without the fear of ever running out of money.” Warnings: -The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested. -Tax treatment varies according to individual circumstances and is subject to change. -Transferring out of a Final Salary/Defined Benefit scheme is unlikely to be in the best interests of most people. Contact me for a FREE initial consultation; we can talk about: Pensions including Final Salary schemes, Investments, Protection, Estate Planning and Tax advice, Long Term Care. Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. 3 April 2023.