A Partner Practice of St. James's Place Wealth Management

Woodward Financial Planning

Kriss Woodward

DipPFS
I am dedicated to my work with clients and feel my approach to quality advice and high levels of service allows clients to be confident that their best interests are being considered.

About

Living in Little Chalfont, South Buckinghamshire, I provide financial planning advice to clients across the South East of England.

Over the last fourteen years I have been able to build many long standing relationships with clients based on regular contact, trust and delivering strategies that help them meet their financial aims. My past experience with previous financial services organisations has ensured expertise in both financial planning and high quality customer relations.

After establishing myself as a highly respected consultant with my former employers, I recognised that I could provide clients with a better service and the best possible advice by establishing my own practice. I achieved this by taking up the invitation to become a Partner Practice of St. James's Place Wealth Management.

I now concentrate on promoting the development of lifelong client relationships through a more bespoke and personalised approach. By delivering an excellent service, I am proud to offer high quality wealth management solutions to help you look after your financial future and for those who are close to you.

I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development. This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that I am able to offer a rounded, professional and principled service.

Whilst solutions may encompass investment portfolios, pension plans, tax advantageous schemes and the use of onshore and offshore structures, the most important aspect of the work I carry out is to help clients bring structure and a formal plan to their affairs. I also spend time with clients helping them to plan how to include their dependants in their wealth management. This aspect can also include the process of educating the next generation in this respect.

Outside of work, spending quality time with my family is very important to me and with a large family living locally there is always a family event happening.

Woodward Financial Planning was established when its Principal, Kriss Woodward, accepted an invitation to join St. James's Place Wealth Management. Prior to this, Kriss advised clients for a major Building Society.

Living in Little Chalfont, South Buckinghamshire, Kriss provides financial planning advice to clients across the South East of England.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.

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Testimonials

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Kriss made the whole process simple and easy to understand, taking the time needed to ensure we understood everything. Your approach is marvellous and made us feel less stupid than normal and actually felt like we were making informed decisions for once. Thank you for giving us a high degree of se...
Oliver Hickey |Locksmith, Ickenham

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Why Choose St. James's place?

We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.

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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.