woodruff financial planning are independent financial advisers and certified financial planners in colchester essex
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independent financial advisers and and certified financial planners in colchester essex Independent Financial Advisers
& Certified Financial Planners
in Colchester, Essex
Call us now on 01206 266882
       
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independent financial adviser colchester essex

Our advice process

We follow the same process with every client (although this may be different, depending on the core service you select). This gives you the security of consistency. Every client goes through the same process of investigation, research, recommendation and review.

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-- About us -- Our philosophy -- Key staff -- Why advice? -- Advice process -- Our fees -- Research tools -- Our location -- Testimonials --
 

independent financial advisers in colchester essex

More about our advice process

  1. Initial meeting
    We meet with you to get an idea of your goals and to find out all the necessary facts about your financial life.

  2. Information gathering
    We will approach any existing providers for more technical information if this is not available.

  3. Agree fee & complete paperwork
    We agree a fixed fee for our work and complete the contractual information for us to be appointed as your advisers.

  4. Research and reports
    You will receive a comprehensive report showing our research, and analysis of your situation. You will be given time to review this, although we will be on hand to discuss it with you.

  5. Advice meeting
    We arrange a follow up meeting to explain our advice and to take your instructions.

  6. Implementation and administration
    We help you to complete any paperwork to set your plans in motion.
  

independent financial advisers in colchester essex

independent financial advisers in colchester essex

Click here to download our client brochures.

Click here to contact us about our advice process.
 
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Tax
Newsletter
  
--- Write: The Colchester Centre, Hawkins Road , Colchester, Essex, CO2 8JX --- Phone: 01206 266882 --- Email: click here ---
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Principal: D Woodruff.
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