Woodruff Financial Planning - Colchester

Jan King

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 care.

Alex Barton

Dan and his team at Woodruff Financial Planning have assisted me with our family finances over many years. From financial planning to life cover and insurances, I have been delighted with their efficient and professional manner and their advice has been outstanding.

Headache

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

Verity Stone

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.

James Nunn

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.

Robert Whittaker

Very friendly, practical, honest and realistic. Dan has helped us control our finances and also many aspects of our future and is patient when things need explaining again. He and his company have been of enormous help.

Fiona Crace

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

Jamie Hooper

I have referred a number of clients to Woodruff Financial Planning and the feedback from each of them has been extremely positive. I would not hesitate to recommend Woodruff Financial Planning to any individual seeking a managed investment solution.