Client Testimonials

We regularly ask clients for feedback on our services so that we can ensure we deliver what they expect. This also allows us to get constructive feedback on areas for improvement. We are delighted to report that client satisfaction with our services is fantastic.

Click here to view our latest client satisfaction survey results.

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

Client comments

We receive good pro-active advice for our current and future needs.
Rachel Skells - Financial Advice client & Partner of Whittle & Co Chartered Accountants

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.
Ray Stannard - Portfolio Management client & owner of International Trade Financial Solutions

I am more than satisfied with the service I get for my pension portfolio and that it is regularly reviewed.
Janice Bell - Portfolio Management client

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.
Steve Wilkes - Will Writer & owner of Silver Lining Estate Planning

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.
Lewis Melia – business coach

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 likeable chap and you can trust him implicitly.
Damian Culhane - Financial advice client & owner of Perceptions Coaching

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.
Paul Howes - Financial Navigation client & owner of IT Authority

Many financial advisors 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!
Alex Barton - Financial Navigation client & owner of Alexander Rose Creative

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.
Sadie Rizzo - Financial Advice client

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!
Ravi Peal-Shankar – business coach & owner of Results Business Coach

All queries, however small, are dealt with in a helpful and positive manner. If unavailable, calls always returned promptly. E-mail newsletter very informative.
Angela Low - Portfolio Management client

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.
Rose Barton - Financial Navigation client & owner of Rose Barton Illustration

Click here to download our client brochures.