 Dan Woodruff
   
Dan is a Certified Financial Planner (CFP) and is the principal of Woodruff Financial Planning. He is the main point of contact with clients for advice, research and financial planning.
Dan trained to be a solicitor (obtaining a Law degree and the Diploma in Legal Practice) before moving into financial services with a major insurance company; he has worked in financial services for 15 years. He has advanced level financial services qualifications, including specialist qualifications in Taxation and Trusts, as well as the Certified Financial Planner (CFP) qualification as above.
The Certified Financial Planning licence is an advanced qualification which tests a candidate’s ability to apply their detailed knowledge and skills in order to produce an effective financial plan. Only around 3% of UK financial advisers are qualified to this standard.
Becoming a CFP professional is a real challenge and that is why CFP certification is highly respected as an international standard. It is achieved by the completion of a comprehensive financial plan, based on a case study supplied by the IFP. It can be viewed in the same way as preparation of an undergraduate dissertation. This follows a learning path that has already tested the individual on their technical knowledge.
Qualifications
- Degree in Law (LLB)
- Diploma in Legal Practice (LPC)
- Financial Planning Certificate (FPC)
- Certificate in mortgage practice (CeMAP)
- Advanced Financial Planning Certificate (AFPC) Taxation and trusts
- Certified Financial Planner (CFP)
Dan is Vice Chairman of Colchester Round Table, and is currently running the organising committee for Colchester Carnival.
 Magali Woodruff
Magali is the Office Manager for the firm and is involved in the day to day running of client accounts. She will be your liaison for all administrative matters such as portfolio valuations and the set up of policies.
Magali worked as a Purchasing Manager with a major hotel chain before coming to work for the family business.
Magali is a member of Colchester Ladies Circle and is also a member of the organising committee of Colchester Carnival.
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