Independent Financial Adviser, in Colchester Essex - Woodruff Financial Planning
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Financial Planning

This service is part of the financial planning service. It combines the Financial Health Check and looks to build up a regular financial plan on an ongoing basis, resulting in complete financial planning. This is particularly useful for clients that demand a high level of service from us.

Features include:

  • An annual telephone review
  • An annual financial health check
  • An annual meeting to discuss the findings of the report
  • Annual valuation of policies
  • Maintenance of plans and administration
  • Regular newsletter

Click here to download a leaflet on this service.

Please contact us if you have any other questions regarding full financial planning.

 

 

 

 

 

--- Core Services --- Financial Navigation --- Financial Health Check --- Portfolio Management ---

 



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financial navigation service
--- Write: Suite 43, The Colchester Centre, Hawkins Road , Colchester, Essex, CO2 8JX --- Phone: 01206 266882 --- Email: click here ---
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Dan Woodruff, trading as Woodruff Financial Planning, is an Independent Financial Adviser with Julian Harris Financial Consultants who are Independent Financial Advisers authorised and regulated by the Financial Services Authority No. 153566.
By viewing this site, you are deemed to accept our terms and conditions in full. This site is for information only, and does not constitute financial advice.
Independent Financial Adviser Colchester Essex UKFor United Kingdom residents over 18 only. © 2003 - 2008 Woodruff Financial Planning.