Our goal is to help you live the fullest life you can. We believe that you deserve to live a secure and fulfilled life, and this belief runs through the core of our business.
We don’t want you to work too long, and we don’t necessarily want you to provide a legacy after you’re gone – we’d rather you saw the benefits of your assets now.
In the past some financial advisers have focussed on selling financial products and confusing clients with the technical details. Our goal is to bring you prosperity, not products with our award winning Financial planning and Wealth Management service called Prosper.
Focus on Financial planning
Focus on Wealth management
Focussed on you
MEET THE TEAM
Working hard to put a smile on your face.
OUR FOUNDER – DAN WOODRUFF
Dan lives and breathes financial planning. He holds qualifications that put him in the top 5% of UK financial advisers.
He is a regular contributor to the UK’s top financial publications and often provides comment for local TV and radio. He has recently appeared on ITV Anglia, and BBC Essex radio. In the past he held the role of resident financial expert on the BBC Radio Essex breakfast show – as well as producing his own podcast.
Dan’s passion for financial planning lead him to publish his first book “The 7 Figures Plan” in 2016, enabling him to make a difference to the financial future of people all over the world.
Magali is a director of the business, and her main role is to develop effficient processes to ensure consistent service delivery. As a result she is involved with continual development of our ‘customer experience’ and the overall delivery of our Prosper service from beginning to end.
Nicola is our Client Services Manager. She is in charge of gathering the product provider data and preparing our client’s quarterly valuations as well as taking care of the administration of our client’s affairs.
In short, Nicola ensures everything runs smoothly and our clients always have a smile on their face.
TRAINEE PARAPLANNER or PARAPLANNER
We are currently recruiting for a full-time trainee paraplanner or qualified paraplanner to join our team in Colchester, Essex.
For the full job spec, please click here.
Take a look at what our clients have to say about us…
Read what our clients think of our service...
We are privileged and immensely proud to have been recognised by numerous business and community awards. The awards process is hard work but always provides a welcome opportunity to reflect on what we have achieved as individuals and as a business.
DAVID NORTON BUILDING EXCELLENCE AWARD
This award is presented annually by the Chartered Institute for Securities and Investments (CISI) and honours David Norton who was a respected Certified Financial Planner and a pioneer within his field. The award is given to firms which demonstrate a clear vison for their business, and who are ambitious for growth, while maintaining high standards of financial planning and client service.
“This year’s winner demonstrated strong business acumen and had ambitious plans to grow whilst maintaining a clear philosophy of how financial planning should be delivered. Their communication with clients was innovative and was evidence of their client-focussed approach.”
In the video below, The CISI interviewed Dan Woodruff (and the award winner from 2019) to find out what winning the David Norton ‘Building Excellence’ Award meant to them.
EXCELLENT CUSTOMER SERVICE
“This outstanding company has demonstrated a thorough and rigorous approach to its customer service policy and practice. Punching above its weight, this small team delivers an excellent level of service, every time, in all things and to the highest professional standards. They truly listen to the needs of their clients, always keeping them informed and adjusting their own practices and offerings to suit the clients’ needs. Supreme attention is paid to all systems and processes, striving for accuracy and efficiency. Constant improvement and ‘small changes every day’ is key to the company’s success and its high level of client satisfaction and referrals.”
SALES & MARKETING
BEST SMALL BUSINESS WEBSITE
EXCELLENT CUSTOMER FOCUS
EXCELLENCE IN MARKETING
GROWING BUSINESS OF THE YEAR
BEST GROWING BUSINESS
CONTRIBUTION TO THE COMMUNITY
SMALL BUSINESS OF THE YEAR – 2015
SMALL BUSINESS OF THE YEAR – 2014
SMALL BUSINESS OF THE YEAR -2014
GROWING BUSINESS OF THE YEAR – 2013
CLICK TO HEAR WHY DAN STARTED WOODRUFF FINANCIAL PLANNING
The 7 Figures Plan by Dan Woodruff
The 7 Figures Plan is a simple system to achieve clarity in your finances: take action now to secure the future you want. Planning a secure financial future is easy if you focus only on what is important.
Click below to read more about the book.
OUR COMPANY VALUES
Trust should be the cornerstone of your relationship with us. We understand that you will be giving extremely confidential information to us, and we place great importance on this. To us, trust also means that we will look after your best interests at all times.
We realise that we are in a privileged position and make a commitment to act with fairness towards you at all times. This also applies in the other direction, so we aim to have a relationship which recognises the needs of both sides so we all feel we are dealt with fairly.
We don’t believe that we know it all, and are always open to new approaches and ideas. This means that our services will change and adapt over time to do the best for you. We will also present you with some new concepts and we hope that you will be open-minded to listen to such ideas.
We adhere to a strict moral code, and will never step outside of that. You can be sure that we will uphold what is right at all times.
Our business is a family business and we place this at the core of our values. We know the importance of cherishing our family, and will apply this to our approach with you too.
We feel that you want to know what to expect from us at all times, and we set up our client relationships on this basis.
We will be honest with you, even if that means having a difficult conversation. Sometimes we might need to tell you something you don’t want to hear, but we believe that it is better to face up to such issues. Occasionally things go wrong, and we will do our best to deal with such issues as they arise rather than hiding from them.
We see our relationship with you as working in a team. We will take responsibility for our side of the relationship, but we also need the same from you. Also, you should expect that our working style will mean that you come into contact with various members of our team, who are each there to cover your specific needs.
MAKING A DIFFERENCE IN OUR COMMUNITY
Dan and Magali Woodruff have a philosophy of participation in their local community. They have both been trustees of local charities. In particular, for 6 years they were key members of the committee which brought back Colchester Carnival, after over 15 years of absence in the town.
From a standing start, they set up a thriving free community event, which attracted 15,000 annual spectators, with 1,000 performers, from 50 local groups. The event provided a fun outlet for many local performance groups, and raised around £40,000 for local good causes during their tenure.
Start taking control of your future today…
Call us on 01206 919101 or request a call back below
Unit 5, Park Lane Business Centre, Park Lane, Langham, Colchester, Essex CO4 5WR
A DIFFERENT APPROACH
We focus on so much more than just your financial planning. We aim to help you reach your full potential, achieve your goals and help you live the life of your dreams.
Click below and discover our Prosper service.