North East Connected

Savvy investing from Woodward Financials gives donation to charity

A charity for women with cancer has received a £1,040 donation following savvy investment decisions that were powered by a super algorithm.

David Woodward of Woodward Financials used his innovative algorithm to invest £1,000 of his own money to get the ball rolling. His algorithm made 32 profitable trading opportunities which netted over 200%, with zero losses.

The profits of £1,040 were promptly delivered to David’s desired charity, Victoria’s Promise.

Victoria’s Promise is a non-profit charitable organisation that supports young women who are facing a cancer diagnosis. The charity aims to instil a sense of empowerment and fortitude in these women. This is achieved by providing a nurturing community of like-minded individuals, as well as the tools required to build up their empowerment and resilience.

Sarah Willcox, Norfolk says “Victoria’s Promise and their App have helped me get through one of my hardest journeys of my life. The app has given me the opportunity to meet ladies in similar position and seek support and support others in a safe community. I’ve learnt new skills and gained a different outlook through their webinars to help me get in a  positive place to progress forward in my life.”

David has been working on his profitable in-house algorithm for over 5 years at Woodward Financials, which can be used to identify profitable opportunities in trading markets such as FX and long-term indices including FTSE 100 and Dow Jones.

The algorithm employs complex rules to be used alongside trading applications which can offer keen insights to guide solid investments. As Woodward Financials Ltd is regulated, they cannot trade FX for their clients. Instead, they have developed this incredible resource for clients to find excellent investments for a nominal, 1.25% fee.

David knows the algorithm better than anyone and is more than happy to put it to good use for his clients at Woodward Financials. Applying this algorithm offers a unique edge over other investors, which puts David’s clients in a very comfortable position.

There is more than just wise investment taking place at Woodward Financials, though. David is also known as the ‘Grand Patron’, constantly using his trading and investment skills to fund charitable giving and donations. With the algorithm now in full swing, David’s philanthropic deeds have been supercharged.

David said: “The more investors that become clients of Woodward Financials, the more we’ll be able to help charities like Victoria’s Promise. It’s an excellent way for clients to get involved by nominating their own favourite charities when they work with us.”

Woodward Financials is looking to use its savvy investment strategies to grow more capital for charities. With 50% of all gains going straight to charity, David’s algorithm is bringing philanthropy onto the trading floor.

Woodward Financials

Woodward Financials are independent financial advisers with offices located in Windsor, Newbury, Swindon and Cheltenham, as well as support offices in Wiltshire. They specialise in the delivery of a unique personal advice service and investment strategy tailored around the needs and requirements of their valued client base.

As Independent Financial Advisers, Woodward Financials work closely with tax professionals in Windsor and the surrounding areas as well as Newbury, Cheltenham and Windsor to ensure they always maintain awareness of the constantly changing environment in which they work to give their customers the right products and the very best independent advice at all times.

As one of the leading IFA and Wealth advisers, they understand that their clients are completely dependent on a professional, objective and efficient service delivered in a friendly, personal manner. By building trust in their client relationships, they are able to deliver relevant financial advice that is every bit as individual as the people they represent.

Woodward Financials firmly believe that by using registered tax consultants in Windsor, their clients can benefit financially from their wealth management service built around the values of experience, knowledge and continuous improvement.



Financial products are sometimes at their most useful when they are protecting families, incomes or property.

Whilst insuring against an undesirable event such as sickness or death may not be a pleasant thing to think about, the benefit of being able to set financial issues aside at emotionally difficult times cannot be overlooked.

There are various ways in which people can protect themselves, and because of the large range of products available, there is usually an appropriate policy for most circumstances and most budgets. Woodward Financials can help with many ways to protect families and their standard of living when they need it most.


Pensions are designed to enable people to save sufficient money during their working life to provide an income stream for them to live comfortably after they have retired.

There are many different ‘tools’ used to save for retirement, the taxation and investment elements of pensions can appear baffling. Woodward Financials specialise in explaining, recommending and monitoring pensions for their customers.


Mortgages are one of the largest single transactions in most people’s lives. Buying a property can be a stressful and time-consuming experience; nowadays the financing of a mortgage is a case of finding and selecting the most suitable mortgage, rather than simply accepting a lender’s offer.

Banks, building societies and smaller niche lenders compete for business, all offering a variety of interest rate deals, associated fees and other enhancements to attract borrowers.

The two main methods of repaying a mortgage are repayment (capital and interest) and interest only. It is also sometimes possible to set this up using a combination of the two.

Savings and Investments

When planning finances, it is important to distinguish between savings and investments. Savings are generally funds that one would set aside that can be accessed relatively quickly. These savings are often for a specific need or purchase, like a holiday or a new car. The most common way of saving is into a bank account (‘deposit’ account) where the money can be accessed in an emergency, and for every £1 a person puts in, they will get £1 back and possibly some interest. In other words, the original capital is guaranteed.

Investments are designed to be held for a longer term, usually at least 5 years. A person needs to be comfortable with tying up this money for a period of time and should not consider investments unless they have some savings in place. Most investments are not guaranteed to return the money in full, although do offer the prospect of potentially higher returns than deposit accounts. Returns, risk and volatility are the factors that will determine a suitable place for investments.

 David Woodward, Managing Director, Woodward Financials


David Woodward is the Managing Director responsible for client investments and business transactions, he is heavily involved with all of the company’s support staff to make sure new and existing clients get the service they expect.

David who has worked in finance for many years, he started his client facing career as a Stockbroker and gained his qualifications as an Independent Financial Adviser at the Chartered Institute of Insurance and The London Institute of Banking and Finance. David understands the importance of professional qualifications, but knows qualifications are no substitute for time served investment experience, he continues building on his personal skill set of trading the world markets which allows him to provide first hand updates to clients.

David is now building on the service they offer with leading technology and has a road map to list on the London Stock Exchange as well as launching their own range of investment funds.

David sets the bar high thus giving a better chance of clients having flexibility, security and choices in retirement.

On a personal front David is married to Petra and has two children. He enjoys music, sailing and travel. David is also a competitive ageing martial artist and, although getting on in years, still competes at the odd International tournament.

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