Woodruff Financial Planning

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About

We provide financial planning and investment management to help you to navigate significant life changes. http://woodruff-fp.co.uk

Story

We provide financial planning and investment management to help you to navigate significant life changes. http://woodruff-fp.co.uk

Products

Financial Planning
Investment Management
Financial Advice

Address: 5, Park Lane Business Centre, Park Ln, Langham, Colchester CO4 5WR, UK

Phone: 01206 919101

Website

ku.oc.pf-ffurdoow@ecivda

State: Essex

City: Colchester

Zip Code: CO4 5WR

opening times

Monday: 9:00 AM – 5:00 PM
Tuesday: 9:00 AM – 5:00 PM
Wednesday: 9:00 AM – 5:00 PM
Thursday: 9:00 AM – 5:00 PM
Friday: 9:00 AM – 5:00 PM
Saturday: Closed
Sunday: Closed

Update Info

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Reviews

Dan and his team have been looking after our pensions and investments since 2015 and we have been extremely pleased with the results.  Dan's expertise in this area is exemplary. Customer service second to none.

 7 years ago (05-03-2018)

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

 7 years ago (06-03-2018)

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

Colchester, Essex

 7 years ago (22-03-2018)

We choose Woodruff Financial Planning after a lot of research because of their professional, friendly attitude when answering our inital questions.  Since investing a significant amount of money with them, we have been consistantly impressed with their management of our portfoilio.  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 vbest, well informed decisions to grow our investment.

 7 years ago (08-03-2018)

I can highly recommend Dan and his team at Woodruff Financial Planning and his best selling book 'The 7 Figure Plan' provided great insights to financial planning.

 7 years ago (09-10-2017)

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