David Woods
Financial Planner
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.
- 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
Contact us
Get in touch today to discover how we may be able to assist you.
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