Tony Woodward Chartered
Financial Planning Specialist at Quilter @Quilter
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WORK HISTORY
Financial Planning Specialist at Quilter @Quilter
Financial PlannerQuilter Financial Advisers · Full-timeOct 2016 - Present · 9 yrs 4 mosHenley-on-Thames, Oxfordshire (Serving South Oxfordshire, Berkshire & Buckinghamshire)As a Financial Planner based in Henley-on-Thames, I provide comprehensive wealth planning for high-net-worth individuals and families across South Oxfordshire, Berkshire, and Buckinghamshire.Specialist focus areas:Inheritance Tax Planning - Estate planning incorporating trust structures, Business Property Relief, and gift strategies for clients with £3m-£15m+ estates.Pension Planning & Optimisation - Pension drawdown strategies, annual allowance planning, and retirement income modelling.VCT & Tax-Efficient Investing - Portfolio construction using Venture Capital Trusts and Enterprise Investment Schemes.Trust & Estate Structures - Quilter Lifestyle Trust implementation, discretionary trusts, bare trusts, and loan trust arrangements for wealth protection and succession planning.Collective Investment Bonds - Tax-efficient withdrawal strategies using 5% allowance, top-slicing relief, and Policy Fund encashments for income planning.Care Funding Planning - Later-life financial strategies including care fee funding, property protection, and local authority considerations.I work collaboratively with clients\' existing professional advisers—solicitors, accountants, and tax specialists—to ensure coordinated advice.Client base: Predominantly high-net-worth individuals, business owners, medical professionals, and retirees in Henley-on-Thames and across the Thames Valley.Professional approach: Combining traditional financial planning expertise with modern analysis tools to deliver thorough documentation and detailed reports.
EDUCATION
Hanley Castle
Economics
The Chartered Institute for Securities & Investment (The CISI)
FSA Regulatory Module, Financial Services
The Chartered Institute for Securities & Investment (The CISI)
Stock Exchange Practice, Banking and Financial Services
The Chartered Institute for Securities & Investment (The CISI)
Integrity Matters, Finance and Financial Management Services
The Chartered Institute for Securities & Investment (The CISI)
Stock Exchange Investment Taxation, Financial Planning and Services
Chartered Insurance Institute
Diploma + AF7 Final Salary Pensions Transfers, Final Salary Pensions, Pensions, Investments, Insurance, Estate Planning
Chartered Insurance Institute
FA7 Financial Services Products, Financial Planning and Services
SKILLS
ABOUT TONY WOODWARD CHARTERED
Quilter Financial Advisers LtdI help high-net-worth families and business owners across the Thames Valley protect their wealth from inheritance tax — and make their pensions and investments work harder in the process. Based in Henley-on-Thames, at the crossroads of Oxfordshire, Berkshire and Buckinghamshire, I work with clients across the Thames Valley whose estates are typically worth £3m–£15m. My work focuses on the areas where the financial stakes are highest and the planning is most complex- Inheritance tax and estate planning - Pension planning and lifetime allowance strategy - Business Relief and exit planning for business owners - Trust structures and care funding - Venture Capital Trusts and Enterprise Investment Schemes I am a Chartered Financial Planner and hold the Diploma in Personal Financial Planning (DipPFS). I have been rated VouchedFor Top Rated Adviser for 8 consecutive years, with 165 client reviews averaging 4.9 out of 5 (as of April 2026)— featured in the Sunday Times, The Guardian, The Independent, ITV and the Daily Mail.My clients are typically business owners, company directors, and retirees who have built significant wealth and want to ensure it passes to the next generation — not HMRC. I write regularly on inheritance tax, pension planning, and estate strategy. If you find the content useful, follow me for more. Tony Woodward, Chartered FCSI, DipPFS, Quilter Financial Advisers — Henley-on-Thames, Oxfordshire.Business Relief (BR), Venture Capital Trusts (VCT) & Enterprise Investment Schemes (EIS) invest in assets that are high risk and can be difficult to sell. The value of the investment and the income from it can fall as well as rise and investors may not get back what they originally invested, even taking into account the tax benefits.Approver: Approver Quilter Financial Services Limited. April 2026.
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