Will Woodward

Head of Client Services

Will has spent his entire career in the wealth and investment management sector.  Previous roles include Management Consultant at KPMG where he was involved in projects for Aegon and UBS as part of the Technology Enablement – Wealth and Investment Management Team.

Will heads up our Client Services function, managing a team of consultants, with responsibility for the successful implementation of our service for all new clients.  This involves ensuring that our system is configured according to individual requirements.  He also leads the onboarding process including training on Tercero, the migration of client data and the transfer of assets.

For existing clients, Will leads new project work and ensures any issues are resolved efficiently.  Working with his team, Will is ultimately responsible for maintaining client happiness levels.

Things you should know about Will:  Derby County supporter and golf fanatic.  Favourite bands include Arctic Monkeys and Tame Impala (had dreams of making it as a rock star himself, once).  The possessions he couldn’t live without are a phone, for Spotify, and a decent pair of headphones.