How we are dealing with Coronavirus

This page was updated 27th July 2021.

Our office is now open for client meetings

Now that restrictions have been lifted, we are offering face-to-face client meetings at our office.

We are open as usual for all services

We continue to deliver all services as usual. We have remained busy, taking on many new clients during this period.

You can continue to contact us in the usual ways, by phone, email, or by using our Personal Finance Portal.

We are finding that some product providers appear be under strain, leading to some delays to obtain information. We have arranged facilities for some product providers to accept scanned copies of documents should this be necessary.

Our service standards have remained the same throughout the Coronavirus pandemic, and we will deliver services as usual.

Remote meeting options

If you prefer not to meet face-to-face, we also offer a variety of remote meeting options. These are being used widely for many client meetings. You can meet with us remotely and securely using any computer device, laptop, tablet, or mobile phone.

This works well, but you have to provide your own cake.

MEETING OPTIONS

You have three ways to meet with your adviser, they are: Face-To-Face, Phone Meetings and Screen Sharing. You can switch between the options whenever you want.

Face-To-Face

Meeting face-to-face at our office gives you the best access to your adviser, and our facilities.

Phone Meeting

Instead of meeting up, we can simply talk over the phone, referring to written reports as necessary.

Screen Sharing

We are able to use screen sharing applications to hold a meeting wherever you are. You just need access to a computer or tablet, and the internet.

HOW DO WE MANAGE YOUR INVESTMENTS?

Read our Investment Philosophy guide

our investment philosophy

THE PERSONAL FINANCE PORTAL

As part of your service you will get access to the Personal Finance Portal.

This is a secure way for us to communicate with you.

- Get up-to-date investment valuations -

- Receive and send messages -

- Store all your financial documents in one place -

- View and update your financial data -

- Access all this at any time -

See what sets us apart from other independent financial advisers...

Click below and let us show you how we can help YOU Prosper

Start taking control of your future today…

Call us on 01206 919101 or request a call back below

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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.

Click below and discover our Prosper service.