Woodruff Financial Planning
Woodruff Financial Planning is a financial services company based in Colchester, England. They specialize in investment services, finance brokers, and other financial services. Their team of experts provides personalized financial planning solutions to help clients achieve their financial goals. Woodruff Financial Planning is committed to providing exceptional customer service and building long-term relationships with their clients.
Introduction to Woodruff Financial Planning
Woodruff Financial Planning is a financial services company located in Colchester, England. The company was founded with the purpose of helping clients improve their financial well-being through investment services and finance brokering. The company is unique because it offers personalized financial planning services that cater to each client's individual needs and goals.Services & Products
Woodruff Financial Planning offers a range of financial services, including investment planning, retirement planning, estate planning, and tax planning. They also offer finance brokering services, helping clients secure loans and mortgages. Clients can expect comprehensive financial advice and support from the experienced team of financial advisors.Location
The company is located in the Park Lane Business Centre in Colchester, a bustling area with a variety of businesses and amenities. Clients can expect a professional and convenient location, easily accessible by public transportation. The closest public transportation options include the Colchester Town train station (1.5 miles), the Colchester Bus Station (2 miles), and the Hythe train station (2 miles).Benefits
Clients should choose Woodruff Financial Planning because of the company's commitment to personalized financial planning. The team of experienced financial advisors takes the time to get to know each client's unique financial situation and goals, creating a customized plan to help them achieve their objectives. The company also provides ongoing support and guidance to ensure that clients stay on track.Good to Know
Clients should be aware that Woodruff Financial Planning is a fee-based financial planning company. This means that clients pay a fee for the financial planning services they receive, rather than the company earning commissions from the sale of financial products.Reviews
Customers have praised Woodruff Financial Planning for their personalized approach, comprehensive financial advice, and attentive customer service. Clients have reported feeling more confident and informed about their financial situation after working with the company.FAQ
What types of investment products do you offer?
We offer a range of investment products including stocks, bonds, mutual funds, and exchange-traded funds (ETFs). We work with our clients to determine which products best fit their investment goals and risk tolerance.Can you provide examples of past performance for your investment portfolios?
We are unable to provide specific examples of past performance for our investment portfolios due to confidentiality agreements with our clients. However, we can assure you that we have a track record of success and work diligently to maximize returns while minimizing risk.How do you develop an investment strategy for your clients?
We develop investment strategies for our clients by first assessing their individual financial goals and risk tolerance. From there, we create a customized investment plan that is designed to help them achieve those goals while minimizing risk. We regularly review and adjust the plan as needed to ensure it stays on track.Can you provide examples of successful financial solutions you have provided to past clients?
Due to confidentiality agreements with our clients, we are unable to provide specific examples of successful financial solutions we have provided in the past. However, we can assure you that we work closely with our clients to create customized financial plans that are tailored to their individual needs and goals.What fees and charges can customers expect when using your services?
Our fees and charges vary depending on the services provided and the complexity of each client's financial situation. We are transparent about our fees and charges and will provide a detailed breakdown before any services are rendered. We work hard to keep our fees competitive and strive to provide excellent value for our clients.Reviews
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Nick Turnbull
Beyond knowledgeable, attentive, patient & always contactable no matter the query. More than anything...what could be a lengthy & at times laborious process, they manage to make fun with the sights always set on your own personal goals !! Couldn't recommend highly enough !
23-05-2023
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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
30-05-2021
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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.
30-05-2020
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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.
30-05-2020
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Simon Huggett
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.
30-05-2019
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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.
30-05-2019
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The Son Of Thom
Excellent business, can highly recommend Dan and his team. Incredibly patient and helped me make lots of decisions about my fianances.
30-05-2018
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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
30-05-2018
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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.
30-05-2018
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Anne Blackwell
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.
30-05-2018
