Our goal is to help you live the fullest life you can. We believe that everyone deserves 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 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 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
Dan lives and breathes financial planning. He holds qualifications that put him in the top 5% of UK financial advisors.
He is a regular contributor to the UK’s top financial publications and has held the role of resident financial expert on the BBC Radio Essex breakfast show – as well as producing his own podcast.
Magali is responsible for producing the Investment Management Reports an the Financial plans as well as carrying out our technical research.
As a director of the business, she is also involved with continual development of our ‘customer experience’ and the overal 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.
Toby brings a wealth of marketing knowledge to his role within our team and looks after all of our marketing and branding activities online and offline.
A large part of his role is to ensure we are providing our clients with relevant and helpful content that will help them to plan for their current and future financial prosperity.
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.
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.
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 finances. 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.
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