CLIENT TESTIMONIALS

Letting our customers tell our story

WE ARE CONTINUALLY THINKING OF WAYS TO MAKE OUR CLIENTS HAPPIER

Comments from the judges of the Colchester Business Award for 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.”

AND IT SEEMS TO BE WORKING…

“Comments on our recent addition of video versions of our plans”

I have just watched the video version of my financial plan. Can you thank him for me for such a clear and informative presentation? Its a really excellent way of keeping me informed of my financial circumstances.

Prof W J Gullick

Emeritus Professor of Cancer Biology, University of Kent at Canterbury

“Making key decisions

We have been using Woodruff Financial Planning as our financial adviser for the last 3 years, and always find the advice easy to understand, friendly, and professional. For us,(as no doubt is the case for many), managing the financial world, investing in the right markets, and understanding the tax implications are not things that we are readily at ease with, so having someone who can explain things in layman’s terms, and who is happy to talk about our investments, queries or concerns at all times, is a huge benefit to us. One of the things which I feel sets this firm apart from others, is their determination to keep in touch regularly, and they not only arrange a yearly review to ensure that everything is still as we require, and our aims are unchanged, we also receive quarterly updates of how are portfolio is performing. Perhaps most importantly they pre-empt any potential concerns we may have, when any upheavals appear in the markets, by explaining what they mean and what the likely outcomes might be. As a result of all this we feel confident that our retirement funds are in good hands, and that we do not need to worry about our future with regards to wealth management.

Chris and Fiona Crace

Colchester, Essex

“Making key decisions

Many thanks for preparing our financial plan. We have found it most helpful and were very impressed with the commitment, thoroughness, and professionalism that you put into it. It has definitely helped us in making the key decisions we have to take on retirement.

John Pegg

Colchester, Essex

“Professionalism and service

Woodruff Financial Planning have looked after my finances for ten years now and I have been more than satisfied with their professionalism and service in all that time. Timely and detailed updates arrive without fail and also contact is made when anything occurs in the market and in the news. I cannot fault them.

Janice Bell

Bishop's Stortford, Hertfordshire

“Professional and thorough”

We are currently working with Dan and his team undertaking a wealth management review, based upon where we are at now and where we want to be at our planned retirement age. Dan has been completely professional, very thorough, and (most importantly) very clear in explaining what can sometimes be quite complex scenarios to non-financial minds. The team has made the process a very simple one and we look forward to concluding this current review and continuing to monitor our financial situation with their help going forward.

Sarah & Steve Bays

Owners, Century Office

“Would not hesitate to recommend”

I have referred a number of clients to Woodruff Financial Planning and the feedback from each of them has been extremely positive. I would not hesitate to recommend Woodruff Financial Planning to any individual seeking a managed investment solution.

Jamie Hooper

Owners, Hooper & Co Chartered Accountants

“My investments have consistently risen in value”

As a busy business owner I value and trust the personal service delivered by Woodruff Financial Planning. They are on hand whenever I need them to discuss the best options for me and my business. They manage my investment portfolio professionally and comprehensively, delivering regular updates and meetings to discuss investment strategy and progress. My investments have consistently risen in value registering an average increase of over 8% per year in the last 4 years despite the difficult trading conditions. I have no hesitation in recommending Woodruff Financial Planning to other would be clients.

Jon Tayler

Owner, Process Instrument Sales Ltd

“Open and easy to understand” 

I asked Woodruff Financial Planning to help my sister with her financial situation. They helped her to place money according to her individual requirement for her personal risk level and she is very happy with the service that she receives from them. I would certainly recommend them as people who are clearly independent and who provide the right kind of advice according to your own personal circumstances. There are no ulterior motives with them. Their service is open and easy to understand. Definitely worth considering as personal financial advisers as well as business financial advisers. They know their stuff and are completely trustworthy!

Susan Pattrick

Colchester, Essex

“Professional and thorough”

When planning my financial commitments and requirements I wanted to discuss my needs with someone I knew I could trust. Woodruff Financial Planning was able to explain the various options and I found their advice and insight professional and thorough. I was able to trust Woodruff Financial Planning’s advice and have no hesitation in recommending their services to anyone. Woodruff Financial Planning’s knowledge in the financial services sector has helped me to cut through the nitty gritty and determine the best solution available. Dan Woodruff is a very likeable chap and you can trust him implicitly.

Damian Culhane

Owner , Perceptions Coaching

“Determination to keep in touch” 

We have been using Woodruff Financial Planning as our financial adviser for the last 3 years and always find the advice easy to understand, friendly, and professional. For us, (as no doubt is the case for many), managing the financial world, investing in the right markets, and understanding the tax implications are not things that we are readily at ease with, so having someone who can explain things in layman’s terms, and who is happy to talk about our investments, queries or concerns at all times, is a huge benefit to us. One of the things which I feel sets this firm apart from others is their determination to keep in touch regularly, and they not only arrange a yearly review to ensure that everything is still as we require, and our aims are unchanged, but we also receive quarterly updates of how our portfolio is performing. Perhaps most importantly they pre-empt any potential concerns we may have, when any upheavals appear in the markets, by explaining what they mean and what the likely outcomes might be. As a result of all this we feel confident that our retirement funds are in good hands, and that we do not need to worry about our future with regards to wealth management.

Chris and Fiona Crace

Owners, Your Business Life, Colchester

“Exceptional service” 

We found working with Woodruff Financial Planning very straightforward. Dan delivered exactly what we expected and ensured there was nothing that we did not understand along the way. The service was exceptional and we were given an in depth insight into our situation and options. I would not hesitate to recommend Woodruff Financial Planning in the future.

Paul & Angela Mitchell

Owners, Mitchell Associates

“They answer questions before they are asked” 

Whilst working, I was fortunate in being able to stash away my full pension allowance. I ‘retired’ when I was 53 and when I turned 55, Woodruff Financial Planning was able to counsel me in drawing down 25% of one of my pension plans and investing the remainder, whilst keeping a lookout on my other pension that’s not due to be paid for another four years. No question of mine has been too daft for them to answer, and Woodruff’s quarterly reports often answer questions before they’re asked. The personal service is terrific; I’ve recommended others to Woodruff Financial Planning and it’s just lovely to receive a hand-written ‘thank you’ card for doing so.

Peter Bigg

Coggeshall, Essex

“Top class friendly service” 

Dan has been an enormous help in guiding me through my pension needs which began through my divorce. Top class friendly service. I would not hesitate in recommending him.

Anne Blackwell

Colchester

“Dan helped me retire” 

Retirement is most agreeable – it’s so nice to be doing things that I find rewarding, and I find that at the moment I have no regrets and that Monday morning is met with a smile rather than a sigh!

Stephen McClure

Colchester

“Importance on customer care” 

Woodruff Financial Planning are an experienced firm that place much importance on customer care. I would highly recommend their services to anyone in need of wealth management services.

Cyril Thomas

Owner, Platinum Crown Letting & Estate Management

“Highly Professsional & Ethical” 

Woodruff Financial Planning has a vision of how financial services should be provided. They are highly professional and ethical, I am delighted to recommend their services as IFAs but also as people you should be connected to.

Steve Wilkes

Owner, Silver Lining Estate Planning

“Woodruff’s approach is very refreshing” 

Woodruff Financial Planning is not commission driven and therefore I am confident I’m getting the right advice for my money. They always meet deadlines and are very friendly. I have total confidence in Woodruff Financial Planning and I’m glad they are at hand whenever I need advice. Woodruff Financial Planning’s approach to financial planning is very refreshing and they have a great way of explaining things so I understand what I’m buying.

Paul Howes

Owner, IT Authority

“Honest and trustworthy financial advice” 

Woodruff Financial Planning communicates well and explains complicated matters easily to the average person. Your honest and trustworthy manner gives us confidence that we are speaking to the right people about our financial goals.

Rose Barton

Owner, Rose Barton Illustration

“A genuine interest in ensuring we make the best decisions”

We choose Woodruff Financial Planning after a lot of research because of their professional, friendly attitude when answering our initial questions. Since investing a significant amount of money with them, we have been consistently impressed with their management of our portfolio. We receive regular performance updates and then a follow up call soon afterwards to answer any questions we may have.I would have no hesitation in recommending this company to anyone looking for investment advice and management from a team of friendly professionals with a genuine interest in ensuring we make the best, well informed decisions to grow our investment.

James Nunn

Trustee, Suffolk

“Woodruff Financial Planning are ‘there’ for you”

It is such a relief to have someone who knows what they are doing to help with investments and planning for the future. Dan and team have really thought about their business and how they want to look after their clients. From remembering what you like to drink at meetings to supplying comprehensive information, from simply keeping in touch to advice on how to answer difficult questions on official forms, Woodruff Financial Planning are ‘there’ for you. I couldn’t recommend them more highly.

Liz Kotarska

East Bergholt, Suffolk

“Happy with service and investment returns”

Dan and his team have been advising me and my fellow trustees for the last ten years to give us an excellent balance of income and capital growth. During this time the markets have been difficult, however with their expert help we have been very happy with service and returns we have received. I would recommend Woodruff Financial Planning to anyone looking for expert financial advice.

Peter Motion

Trustee, Colchester

“More control over my affairs”

I first came to Woodruff Financial Planning on a recommendation in 2008, and have never regretted doing so. After years of believing I should be capable of managing my investments myself I eventually started handing them over piecemeal to the firm, gaining confidence with each handover. Instead of losing control of my affairs, I now find that with our annual meetings, quarterly reports and regular phone calls I have a much better understanding of my finances and investments and am always encouraged to be as involved in decisions as I choose to be. And best of all, when I don’t want to be bothered with thinking about them, Dan understands and based on his detailed knowledge of my affairs and attitudes to risk, makes excellent decisions on my behalf.

Gill Wood

Cambridgeshire

“First class service”

We contacted Woodruff Financial Planning initially with no clearly developed view of our investment priorities. The service we have received has been first class in every respect; Woodruff Financial Planning has explained our options clearly at every stage of the process, always offering professional yet impartial advice and guidance. We have every confidence in the quality and integrity of service provided by Woodruff Financial Planning, and would recommend them without reservation.

Liz and Alan Lazell

Colchester

“Professionalism with an approachable style”

When you’re looking to secure your family’s future in case the worst should happen its important to work with a Financial Advisor in who you have a high level of both confidence and trust. I approached Woodruff Financial Planning to help me with some life and critical illness cover. Their detailed knowledge of the subject was clearly evident from our first meeting and they dealt with my subsequent applications from start to finish in a thorough, efficient and effective way. They combine professionalism with an approachable style, they’re straightforward and easy to talk with. Thoroughly recommended.

Robbie Stepney

Owner , Calls That Count

“Helpful and positive”

All queries, however small, are dealt with in a helpful and positive manner. If unavailable, calls always returned promptly. E-mail newsletter was very informative.

Angela Low

Romford, Essex

“Personal and reassuring service” 

Many financial advisers are commission hungry salesmen that do not act in your best interests. Believe me I have experienced this on many occasions in the past. But that has all changed for me. Woodruff Financial Planning is fee based which in simple terms means that they work for you and not the financial suppliers. My wife and I have received a personal and reassuring service that has enabled us to get on with the rest of our lives knowing that our finances are in safe hands. How do I know this? Woodruff Financial Planning provides you expert and professional advice supported by reports and key information which enables you to make informed decisions and empowers you to make the correct choices for your needs. If you require professional financial advice for Mortgages to Inheritance Tax there is no need to look any further. A pleasure to do business with!

Alex Barton

Owner , Ballyhoo Creative Ltd

 

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Call us on 01206 919101 or request a call back below

Dan Woodruff. Certified Financial Planner and Chartered Wealth Manager, Colchester, Essex

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.

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