Woodruff Financial PlanningIndependent Financial Advisers & Certified Financial Planners in Colchester, Essex. Financial planning for business owners and investors. Free initial investment review for portfolios £50,000+
Personal ServiceJon Tayler
55
As a busy business owner I value and trust the personal service delivered by Woodruff Financial Planning. They are on hand whenever I need them to discuss the best options for me and my business. They manage my investment portfolio professionally and comprehensively, delivering regular updates and meetings to discuss investment strategy and progress. My investments have consistently risen in value registering an average increase of over 8% per year in the last 4 years despite the difficult trading conditions. I have no hesitation in recommending Woodruff Financial Planning to other would be clients.
First class serviceLiz and Alan Lazell
55
We contacted Woodruff Financial Planning initially with no clearly developed view of our investment priorities. The service we have received has been first class in every respect; Woodruff Financial Planning has explained our options clearly at every stage of the process, always offering professional yet impartial advice and guidance. We have every confidence in the quality and integrity of service provided by Woodruff Financial Planning, and would recommend them without reservation.
Financial planning helped me retireStephen McClure
55
Retirement is most agreeable – it’s so nice to be doing things that I find rewarding, and I find that at the moment I have no regrets and that Monday morning is met with a smile rather than a sigh!
Personal service with Investment ManagementMartin White
55
Woodruff Financial Planning communicates with me frequently. They have helped me to build investment decisions in logical steps. I am happy to recommend Woodruff Financial Planning, and especially the Investment Management and financial service you offer, to anybody who is deciding if this is a good idea or not. In such circumstances, where something changes quickly, this assurance and personal service comes into its own.
Thoroughly recommendedRobbie Stepney
55
When you’re looking to secure your family’s future in case the worst should happen its important to work with a Financial Advisor in who you have a high level of both confidence and trust. I approached Woodruff Financial Planning to help me with some life and critical illness cover. Their detailed knowledge of the subject was clearly evident from our first meeting and they dealt with my subsequent applications from start to finish in a thorough, efficient and effective way. They combine professionalism with an approachable style, they’re straightforward and easy to talk with. Thoroughly recommended.
Completely trustworthySusan Pattrick
55
I asked Woodruff Financial Planning to help my sister with her financial situation. They helped her to place money according to her individual requirement for her personal risk level and she is very happy with the service that she receives from them. I would certainly recommend them as people who are clearly independent and who provide the right kind of advice according to your own personal circumstances. There are no ulterior motives with them. Their service is open and easy to understand. Definitely worth considering as personal financial advisers as well as business financial advisers. They know their stuff and are completely trustworthy!
Pro-active adviceRachel Skells
55
We receive good pro-active advice for our current and future needs.
Easy to understand investment adviceRay Stannard
55
You always give me a quick response. You are able to discuss my options at a level suitable to my own understanding. You offer comprehensive research.
Satisfied with my pension portfolioJanice Bell
55
I am more than satisfied with the service I get for my pension portfolio and that it is regularly reviewed.
Highly professional and ethicalSteve Wilkes
55
Woodruff Financial Planning has a vision of how financial services should be provided. They are highly professional and ethical, I am delighted to recommend their services as IFAs but also as people you should be connected to.
Insight into wealth managementLewis Melia
55
Woodruff Financial Planning has a great insight into wealth management and the creation of long term sustainable income. Their detailed process of how to get to where you want to be, if followed, can deliver real results. Their approach and explanation is clear, and their enthusiasm to get you there is infectious. I would recommend a session with the firm and sign up for their email newsletter. If you need financial and wealth planning then Woodruff Financial Planning is for you.
Professional and thoroughDamian Culhane
55
When planning my financial commitments and requirements I wanted to discuss my needs with someone I knew I could trust. Woodruff Financial Planning was able to explain the various options and I found their advice and insight professional and thorough. I was able to trust Woodruff Financial Planning’s advice and have no hesitation in recommending their services to anyone. Woodruff Financial Planning’s knowledge in the financial services sector has helped me to cut through the nitty gritty and determine the best solution available. Dan Woodruff is a very likable chap and you can trust him implicitly.
Refreshing approach to financial advicePaul Howes
55
Woodruff Financial Planning is not commission driven and therefore I am confident I’m getting the right advice for my money. They always meet deadlines and are very friendly. I have total confidence in Woodruff Financial Planning and I’m glad they are at hand whenever I need advice. Woodruff Financial Planning’s approach to financial planning is very refreshing and they have a great way of explaining things so I understand what I’m buying.
Refreshing approach to financial adviceAlex Barton
55
Many financial advisers are commission hungry salesmen that do not act in your best interests. Believe me I have experienced this on many occasions in the past. But that has all changed for me. Woodruff Financial Planning is fee based which in simple terms means that they work for you and not the financial suppliers. My wife and I have received a personal and reassuring service that has enabled us to get on with the rest of our lives knowing that our finances are in safe hands. How do I know this? Woodruff Financial Planning provides you expert and professional advice supported by reports and key information which enables you to make informed decisions and empowers you to make the correct choices for your needs. If you require professional financial advice for Mortgages to Inheritance Tax there is no need to look any further. A pleasure to do business with!
Spot on mortgage adviceSadie Rizzo
55
The mortgage advice I received was spot on. A variety of mortgage options were clearly explained to me after a full consideration of my needs. I cannot recommend Woodruff Financial Planning enough. I will certainly be returning for mortgage advice in the future.
Competent and professionalRavi Peal-Shankar
55
I have known Woodruff Financial Planning for a while and they are consummate professionals. If you’ve ever felt overwhelmed by the process of financial planning: if you’ve wondered how to find a financial professional who is both competent and trustworthy: whether you’re already well-to-do or just beginning to build a nest egg: – I would highly recommend you talk to Woodruff Financial Planning first!
Helpful and positive investment adviceAngela Low
55
All queries, however small, are dealt with in a helpful and positive manner. If unavailable, calls always returned promptly. E-mail newsletter very informative.
Honest and trustworthy financial adviceRose Barton
55
Woodruff Financial Planning communicates well and explains complicated matters easily to the average person. Your honest and trustworthy manner gives us confidence that we are speaking to the right people about our financial goals.
Overall ExcellenceA Google User
55
I asked Dan about two years ago to help my sister with her financial situation. He helped her to place money according to her individual requirement for her personal risk level and she is very happy with the service that she receives from him. I would certainly recommend Dan as someone who is clearly independent and who provides the right kind of advice according to your own personal circumstances. There are no ulterior motives with Dan. His service is open and easy to understand. Definitely worth considering as a personal financial adviser as well as a business financial adviser. He knows his stuff and is completely trustworthy!
Overall ExcellenceA Google User
55
Woodruff Financial Planning is an Independent Financial Adviser firm in Colchester. They offer a very comprehensive range of services from Mortgages, Protection, Pensions, Investments... They have access to a wide variety of research tools so they can shop around the market to find the best deal. They can explain technical, complicated concepts very simply and clearly allowing you to understand the process and your decisions fully. Highly recommended!
Woodruff Financial Planning
Independent Financial Advisers & Certified Financial Planners in Colchester, Essex Call us now on 01206 266882
Dan Woodruff, Certified Financial Planner & Independent Financial Adviser
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 Institute of Financial Planning (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.
Watch the video about Dan Woodruff
Dan Woodruff of Woodruff Financial Planning explains about his background and experience in giving financial advice, and why he advises client on financial planning matters.
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 a regular presenter to large organisations in Essex on the transition from working life to retirement. He has recently presented courses to organisations such as Colchester Borough Council, Colchester Sixth Form and Broomfield Hospital in Chelmsford.
Dan is also a regular contributor of comment for local radio and newspapers on financial planning issues. Recently, he has appeared on BBC Radio Essex and in the Colchester Gazette, as well as in industry journals. He is presents financial planning programmes for Radio Wivenhoe.
Dan is the immediate past Chairman and Trustee of Colchester Round Table, a local charity and social group; he is currently part of the organising committee for Colchester Carnival.
Magali Woodruff, Office Manager
Magali is the Office Manager for the firm and is involved in the technical elements of client accounts. She will be your liaison for 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 the Treasurer and Trustee of Colchester Ladies Circle, a local social and charity group, and is also a member of the organising committee of Colchester Carnival. She also gives up her time to help teach French in a local Saturday school for bilingual children – Les Alouettes.
Nicola Smith, Administrative Assistant
Nicola is the Administrative Assistant at the firm and is involved in all matters relating to paperwork and administration. She will be your contact for correspondence and updates to your plans.
Nicola worked for a Trade Union for many years before coming to work for Woodruff Financial Planning.
