Kriss Woodward

I work with clients throughout their lives helping them enjoy a great life without financial worries. My clients are generally spilt between senior managers/professionals, business owners and retired clients. For many years I’ve helped clients retire sooner with more. Allowing them to enjoy a comfortable retirement with tax efficient income and hassle free investing. My practice, Woodward Financial Planning does not advertise, we receive regular client introductions through word of mouth, and we keep growing. Most people leave future planning on the to do list, it goes on the back burner, and usually stays there until a catalyst comes along. Having that dream retirement where you retire young and healthy enough to enjoy yourself, with enough money to do all the things you want to do with all that new found free time is possible. You only really need to do one thing, plan for it - this is where we come in. Think about your last 2 week holiday, when you arrived at the hotel it felt like you had loads of time to do everything. How did the second week feel? Did it fly by in the blink of an eye? What happened to that second week – did it feel 100 times faster than the first? Life speeds up, your retirement may feel like a long way off today, but time accelerates. The number 1 comment from all the clients I’ve helped retire over the years is – I wish I’d met you sooner. If you’ve already retired, getting the best income you can to enjoy the best lifestyle you can is key. This is ultimately what everyone wants, enough to have the lifestyle they want - this is what we do. 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. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. 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. This Partner/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 at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 08/10/2024