Professionally

David Woods is a Financial Planner with over 15 years’ experience in financial services, specialising in investments, retirement planning and intergenerational estate planning.

David particularly enjoys the relationship-building side of financial planning. For him, one of the most rewarding aspects of the role is getting to know his clients and building lasting relationships that extend well beyond individual financial decisions.

David believes that financial advice should be clear, accessible and easy to understand, even when dealing with complex financial matters. David takes pride in cutting through complexity and helping clients feel confident about their financial choices and the plans they have in place for the future.

What attracted David to Craven Street Wealth is their clear commitment to putting the client first in everything it does. This client-focused approach strongly reflects David’s own values and the way he believes financial advice should be delivered.

 

qualifications

  • Diploma in Regulated Financial Planning (DipPFS) and is currently working towards achieving Chartered status.

Personally

Family is at the centre of David’s life. His day starts with the familiar challenge of persuading his young daughter that it really is time to get out of bed, and weekends are usually spent enjoying time together as a family.

David in the spotlight

In my spare time:
I enjoy taking on DIY projects at home, watching sport, particularly football and spending more time with his family.
Favourite Holiday Destination:
Anywhere hot!
My proudest accomplishment is:
My family
London regional office:
Craven Street Wealth
Temple Chambers
3-7 Temple Avenue
EC4Y 0DP
Kent regional office:
Craven Street Wealth
Graylaw House
20 - 22 Watling Street
Canterbury
Kent
CT1 2UA
Kent Regional Office:
Lawrence House
Summer Hill
Harbledown
Canterbury
Kent
CT2 8GT
Sussex regional office:
Craven Street Wealth
Freedom Works: The Courtyard
30 Worthing Road
Horsham
RH12 1SL
Bedfordshire regional office:
Craven Street Wealth
Bedford I Lab
The Innovation Centre
Stannard Way
Priory Business Park
Bedford
MK44 3RZ
Dorset regional office:
Craven Street Wealth
Ground Floor
Unit 7 Winchester Place
North Street
Poole
BH15 1NX
Oxfordshire regional office:
Craven Street Wealth
Seacourt Tower
West Way
Oxford
OX2 0JJ

Contact us

Get in touch today to discover how we may be able to assist you.

    Craven Street Wealth
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