Financial Advice service
If you want award-winning independent financial advice without undertaking a comprehensive financial plan, we have the expertise and research tools to help find the product which best suits your needs.
We analyse your financial situation using sophisticated research tools and provide unbiased financial advice by following a robust process. This process and our status as independent financial advisers (IFA) ensure that we recommend the most appropriate products and providers on the market.
Benefits of Independent Financial Advice
- Do you want to make more money?
You may be here because you want to grow your money so you can use it in the future. Financial Advice can help you to find a way to make the most of your savings so that you get more out later when you most need it. We have access to more products and solutions than you can dream of, and also have the expertise to guide you to the best results for you.
- Do you want to save money?
You don’t like to spend more money than you should, so we help you to shop around for the best priced products packed with the features you need. This might not be about getting the cheapest, but it will be about having the most cost-effective plan for you. By comparing products you can be sure that we examine all the options on your behalf.
- Do you want you and your family to be secure?
You probably want to make sure that all eventualities are covered so that you can be reassured that should something go wrong you and your family will be able to maintain your current standard of living. We can help you to consider what is important to you and to establish solutions to make sure that you are secure no matter what happens.
- Do you want to avoid costly mistakes?
You have probably regretted certain buying decisions in the past – haven’t we all? The trouble is that financial products have never been so complicated. By taking Financial Advice you are much less likely to regret buying decisions since you know that a trusted expert will be recommending appropriate solutions for your needs. By analysing the available options, we give you the best combination of quality and price so you don’t get ripped off.
- Do you want to make your life easier?
You know that there is a wealth of information out there, and that you could make these important decisions on your own. Financial Advice is about making your life easier. We can help you to make important decisions, and take away the hassle of all those details and all that paperwork.
- Do you want to understand all the options?
You are probably aware that there are a bewildering array of options to consider, and sometimes this makes it difficult to make decisions. Financial Advice will help you to understand what is important to you, and why. This will help you to have the confidence to make decisions about your future.
How does our award-winning financial advice service work?
- Initial discussion and fact find
We establish your objectives and investigate your financial circumstances so we have the information we need to give you appropriate and unbiased financial advice in areas such as pensions, investments, and mortgages.
- Liaising with current providers
We often need to contact your existing product providers to obtain the relevant technical information to enable us to understand your situation.
- Technical and product research
We will use our comprehensive research tools to examine your requirements against all market options and make recommendations. You can be confident that our recommendation is the most appropriate.
You will receive a report on the research process, which allows you to understand the methodology behind the recommendations.
- Financial Advice meeting
We will meet with you to discuss our recommendations and answer your questions, before helping you to make a decision on any options.
We will guide you through the provider application forms and manage the process to ensure that things run smoothly.
What our clients say
“The financial advice I received was spot on. A variety of 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 advice in the future.” Read other testimonials.
Free initial consultation
Book an appointment to see an Independent Financial Adviser – at no cost or obligation to you.