Woodruff Financial Planning are award-winning Independent Financial Advisers, based in Colchester, Essex. We are financial planners and independent financial advisers, based in Colchester, Essex. We offer a different approach to financial planning and wealth management and 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.
In the past independent financial advisers have focused on financial products and bored their clients with the technical details of solutions that may not have been the best choice for their situation. At Woodruff Financial Planning we believe that you would rather hear about how to make your dreams and goals for the future a reality. I've been a client of Dan and the team for the past couple of years.
I feel very comfortable and confident they manage our pensions and investments in the best manner that meets our requirements. I have no hesitation in recommending them.
In the past independent financial advisers have focused on financial products and bored their clients with the technical details of solutions that may not have been the best choice for their situation. At Woodruff Financial Planning we believe that you would rather hear about how to make your dreams and goals for the future a reality. I've been a client of Dan and the team for the past couple of years.
I feel very comfortable and confident they manage our pensions and investments in the best manner that meets our requirements. I have no hesitation in recommending them.
Services
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.
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.
Our goal is to help you achieve your full potential using our award winning financial planning and wealth management services.
We believe that you deserve to live a secure and fulfilled life and this belief is what our Prosper service was built around.
Our Prosper service is designed to help you gain complete clarity over your present and future financial positions.
We use our financial planning software to show you realistic scenarios that illustrate the possible effects that future financial decisions and events might have.
We believe that you deserve to live a secure and fulfilled life and this belief is what our Prosper service was built around.
Our Prosper service is designed to help you gain complete clarity over your present and future financial positions.
We use our financial planning software to show you realistic scenarios that illustrate the possible effects that future financial decisions and events might have.
Our investment philosophy document gives you an insight into our investment research process.
This should help you to read our Investment Management reports, which are an important part of the Prosper service.
We believe that it is important for you to understand how and why we work in the way that we do.
This will give you confidence that we operate a robust process to help you to make investment decisions.
Our process is the same for all clients, but we tailor this approach to your individual needs where required.
This should help you to read our Investment Management reports, which are an important part of the Prosper service.
We believe that it is important for you to understand how and why we work in the way that we do.
This will give you confidence that we operate a robust process to help you to make investment decisions.
Our process is the same for all clients, but we tailor this approach to your individual needs where required.
Detailed below is our model portfolio investment performance, which we use to create new client investments.
At future reviews we compare your own funds to the current ideal model, to determine whether we recommend changes to your investments.
The data shown is the investment performance of our actual model portfolios.
This gives an indication of the past performance of these strategies, but will vary for individuals based on their own circumstances, the timing of their investments, withdrawals, tax, charges, and other individual factors.
At future reviews we compare your own funds to the current ideal model, to determine whether we recommend changes to your investments.
The data shown is the investment performance of our actual model portfolios.
This gives an indication of the past performance of these strategies, but will vary for individuals based on their own circumstances, the timing of their investments, withdrawals, tax, charges, and other individual factors.
We are very happy with the service we have received - from all the team at Woodruff Financial!
We would recommend you to anyone else who wanted to change IFA or to start out down the pension/finance provision path and needed advice.
Dan (my financial planner) has a trustworthy quality and made me feel comfortable when I wanted to ask further questions, whether that be over the phone or in a meeting.
I am happy with the service overall and would recommend Woodruff Financial Planning to friends and family.
We would recommend you to anyone else who wanted to change IFA or to start out down the pension/finance provision path and needed advice.
Dan (my financial planner) has a trustworthy quality and made me feel comfortable when I wanted to ask further questions, whether that be over the phone or in a meeting.
I am happy with the service overall and would recommend Woodruff Financial Planning to friends and family.
Reviews
Be the first to review Woodruff Financial Planning.
Write a Review
