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

Research tools

We believe that the only way to be sure of the right advice is to prove that we have examined every aspect of your needs. That is why we have many research tools to analyse your situation. We spend thousands of pounds each year on this capability, but recognise that this is the only way to be sure that we can deliver the best service to you. It seems that many independent financial advisers compromise their independence by using the tools developed by product companies - this leads to bias towards those companies since the companies concerned are hardly likely to filter out their offerings with their own tools. We feel the only way to maintain our independence is to source this research outside of the influence of product providers.

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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

Our research tools

We have a research tool for every job, including:

  • Financial planning
    We can analyse your future finances to find out if you are likely to run out of assets.

  • Product research
    We examine the features and flexibility of products to determine whether they meet your needs, as well as the financial strength of the product providers.

  • Quotations
    We compare the charges of products to find the best deal.

  • Mortgage research
    We hold a database of thousands of mortgages from hundreds of companies, so we can find the best product for your circumstances.

  • Investment risk
    We use a questionnaire to work out your tolerance to investment risk so you do not take too much risk.

  • Investment fund analysis
    We can choose from every investment fund on the market, and compare past performance, fund ratings as well as complex statistic analysis to find the funds most likely to do well.
 

independent financial advisers in colchester essex

we have the best research tools for independent financial advisers in colchester essex

  • Fund prices
    We get daily price updates, so we can keep you informed of your investment values.

  • Comprehensive back office
    We run an extremely detailed system to keep track of client records so you can be sure that whoever deals with your case will know everything they need to do perform their role correctly. Our system also synchrionises with many of the above systems to ensure that where possible data is not entered twice; this reduces the chance for errors.

Click here to download our client brochures.

Click here to contact us.

 
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--- Write: The Colchester Centre, Hawkins Road , Colchester, Essex, CO2 8JX --- Phone: 01206 266882 --- Email: click here ---
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Principal: D Woodruff.
Woodruff Financial Planning is Authorised and Regulated by the Financial Services Authority.

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