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.
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.
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.
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.
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.
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.
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.
Reviews (9)
Headache
Oct 01, 2020
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Dan Woodruff has been excellent in his assessment and explanations. He also took the time during our meetings to listen and understands my financial issues as well as looking for solutions. The computer simulations were an eye opener. The final outcome and the written format were easy to understand and follow. I am hoping to work on the advice I was given and go through this again next year
Dr H Fadaly
Dr H Fadaly
Simon Huggett
Oct 08, 2019
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Robert Whittaker
Aug 02, 2019
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Jan King
Jun 08, 2019
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I can't recommend Woodruff Financial Planning highly enough. They are a small independent company who give honest advice and who take excellent, respectful care of their clients. I receive regular updates on my financial position. Everything is clearly explained and easy to understand, and every decision I take after meeting with Dan is followed up to make sure that I continue to be happy with it. I have worked with other financial planners in the past and none of them hold a candle to Dan and his team in terms of good sense, knowledge of the financial market, sound investment strategies and customer
Verity Stone
May 14, 2019
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I recently read Dan Woodruff's book, The Seven Figures Plan, which I cannot recommend enough. As a relatively new homeowner with a lot of respect for people like Martin Lewis, finance is something that interests me but I've never been one to read an entire book on it. It's such an easy read and the ideas apply whatever figure you've got in your bank account. I'm sure in years to come, if I employ Dan's advice, it'll certainly pay off! Anyone who's clueless about finance and the implications of spending like a nutter (and conversely, being tight!) will definitely come away learning a thing or two
Paul Mitchell
Aug 29, 2018
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Anne Blackwell
May 20, 2018
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Fiona Crace
May 10, 2018
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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
Liz Kotarska
Jul 25, 2016
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