Finance specialist sees more than 60 percent quarterly growth

By Barrie Hudson - 30 June 2021

Business

Growth is a hot topic for independent financial and wealth advisors Woodward Financials.

The firm is based along the Thames Valley, with a strong presence in Swindon, and says its march to be the UK's leading wealth management firm continues. 

It has grown by over 60 percent in the last quarter alone, which the organisation puts largely down to its Enhanced Active Management Service™, which identifies trading opportunities and weaknesses in markets such as FTSE 100, Dow Jones, Nikkei and FX.

Managing director David Woodward said: “The vibe within Woodward Financials is electric with this growth seen in just three months, especially considering the times and things being a bit unstable. We’ve definitely got something special here.”

This 60% growth comes at a time when markets are known for being volatile with, dividends falling 44 percent last year, which is the lowest annual total since 2011 according to the firm.

Woodward Financials Enhanced Active Management Service™ is unique and only available to their clients, and is described as being unmatched by anyone else on the market. Its algorithm gives the best chance for clients' investments to grow, ensuring they continue to hold some of the best performing investment funds.

Clients too have been embracing the Enhanced Active Management Service™ after seeing its potential in May this year, when the algorithm identified market weaknesses followed by a market increase, which not only preserved capital initially but ensured clients' investments performed at their best following the increase.

Woodward Financials prides itself on providing a unique service and investment strategy based on the individual needs of clients. 

The firm's aim is to help individuals and businesses achieve their financial goals.

Woodward Financials says it's not only the Enhanced Active Management Service™ that ensures its success, but how the firm sticks to its word with regard to career progression for employees. Employed financial administrators have started working towards a diploma in Paraplanning, ensuring a clear roadmap for career progression.

Woodward Financials has also launched a secure personal finance portal which gives clients a clear overview of their finances, with the ability to manage and track everything in one place.

The company's website is https://woodwardfinancials.co.uk/

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