Woodruff Financial Planning will be supporting Financial Planning Week 2018, which takes place from 3-10 October.
We will do this by offering free, one hour, personal financial planning sessions with our certified financial planner.
#FPWUK can benefit anyone and everyone by helping you to see how investments, pensions and savings can help secure your future and live your dreams.
The one hour meeting will be all about getting to know you and whether or not you feel as though the financial planning process suits your requirements. We will try to understand what’s important to you and what your primary goals are for the future. We ask a series of questions that are designed to get you to focus on what you want from the rest of your life. Our clients tend to find this process extremely valuable and enlightening. To find out more about the review process, please click here.
Financial Planning Week 2018 is an annual campaign, organised by the-not-for profit professional body the Chartered Institute for Securities & Investment (CISI), is a national initiative to help improve the financial fitness of the UK public, while highlighting the fact that certified financial planner practitioners represent the pinnacle of professionalism for their knowledge, skills and integrity.
We are the only Financial Planners in Colchester (and the surrounding areas) to be taking part in #FPWUK so do not miss out on this fantastic opportunity to meet with us. To book a one hour meeting with our certified financial planner, please email firstname.lastname@example.org, fill out our form below or call us on 01206 919101.
We look forward to speaking with you soon.
Book your free one hour session here
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