About Woodruff Financial Planning

We run a family-owned, independent practice. We are Independent Financial Advisers and Certified Financial Planners. We are committed to fairness with our clients, which is why we only ask you to pay for advice when you receive it. We offer a range of services which are designed to meet the key financial needs of our typical clients:

• Business owners and professionals looking to secure their financial independence
• Investors looking to maximise returns, while managing risks with their money
• Those looking for unbiased, reliable and proactive advice to help them to make and save money

Click on any of the links below to find out more about how we do business.

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

What we offer

• Free initial consultation
  You only commit to our fees once we have met to discuss your situation.
  
  
• Service levels to suit you
  See our core services for more information.
  
  
• Independence from product providers
  We are completely free of influence from product providers because we are fee-based, and can use the whole of the market.
  
  
• Guaranteed advice
  We guarantee satisfaction with our advice. If you are not happy we will work for free to rectify the complaint until you are satisfied. We are proud of our client satisfaction.
  
  
• State of the art research
  We think the only way to give you the best advice is to use bespoke research tools to analyse every aspect of your financial situation.
  
  
• Regular contact (if you want it)
  Our core services are designed for you to pay for the level of service you expect from us. This is built around building up a relationship through regular contact.
  
  
• Advice, rather than commission driven
  We are fee-based, which means we can remove commission bias from our decisions. We advise clients; we don't sell to them.

• High level of qualifications
  Our staff are highly qualified far beyond the basic qualifications of most financial advisers.
  
  
• Directly authorised
  We are directly regulated by the Financial Services Authority, which means we have gone through a stringent testing process to ensure our processes and advice meets the required standards.

Click here to download our client brochures.

Click here to contact us.