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Woodward Financials financial algorithm drive enhanced management service

Thames Valley based Woodward Financials now offer a unique advisory Enhanced Active Management Service™ unmatched by anyone in the market.

This unique algorithm, five years in the making, identifies trading opportunities in markets such as FX, and long-term indices such as the FTSE 100, Nikkei, and Dow Jones.

Woodward Financials, independent financial advisers, specialise in providing a unique personal advice service and investment strategy tailored around the needs and requirements of their valued client base.

As advisors for finance, investment and pensions, the new algorithm Woodward Financials has in place provides not only the best possible active management service available to investors but also gives their client’s investment portfolios the best possible chance to perform at their optimum.

In their last “live” test, Woodward Financials placed over 200 trades to gauge profitability with the algorithm, returning 216 winning trades out of 218.

The Enhanced Active Management Service™ uses a complex set of rules to be adhered to with the use of trading software, and a manual decision process to determine the outcome.

As a regulated firm, Woodward Financials are unable to trade FX for their clients, so they started to look closely at how to enhance their service to clients.

Woodward Financials believe that their algorithm is a game-changer, available to clients at a marginally higher cost than the industry standard. The AMC (Annual Management Charge) for this service is only 1.25% per year.

This Enhanced Active Management Service™ will mean Woodward Financials will be quick to react in an up market for potential gains, and in a down market to preserve capital.

David Woodward said, “To remain compliant, we need to understand a client’s attitude to risk on an annual basis, or if their situation changes throughout the year. This would be the maximum risk profile allocated to the client and will need to be confirmed in writing or by electronic signature request.

We will use our algorithm every day to monitor global markets and keep abreast of events that could affect portfolio direction. If we believe one or more markets are likely to be affected, we will alert all advisers to recommend to clients either a reduction or increase in risk for that particular sector/market.”

Interested parties can register at the earliest opportunity via or contact the investment team on 01793 683573.

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