Josh Woods
Independent Financial Adviser
About me
Creating wealth is generally the result of hard work, commitment and focus. I apply those same principles to preserving and managing client wealth for the future. My aim is to present clients with tailored financial solutions accompanied with appropriate specialist advice specific to individual client circumstances. Working alongside private clients, my focus surrounds:
- Building long-term relationships through regular, tailored meetings;
- Helping clients build and nurture their financial future; and,
- Helping to protect clients and their families against financial risk
Alongside private clients, I help business owners within the SME sector position their finances as to maximise profit extraction in the most tax-efficient manner whilst keeping an eye on their longer-term requirements and goals.
Outside of work I enjoy watching my football team struggle most weeks, and have a passion for tennis. My wife and daughter manage to keep me on my toes, too!