Our Key Staff

See below for details of the key staff of Woodruff Financial Planning.

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

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 planning.

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. There are only about 600 CFP professionals in the UK (less than 3% of UK financial advisers), and only 3 who serve the Colchester area.

Becoming a CFP professional is not easy. It’s 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.

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 14 years. He has advanced level financial services qualifications, including specialist qualifications in Taxation and Trusts, as well as the CFP qualification as above.

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 runs the Colchester based Pivotal Business Networking, which is a business networking breakfast club for local businesses. He is also a member of Colchester Round Table.

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. She has 3 degree level qualifications!

Magali is a member of the Colchester Ladies Circle.

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