Dan Woodruff - Woodruff Financial Planning

Dan is a Certified Financial Planner (CFP) and Chartered Wealth Manager (Chartered MCSI).

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.

We focus on your life before your money. Our goal is to bring you prosperity not products.

Our goal is to help you achieve your full potential using our award winning financial planning and wealth management services.

Prosper service from Woodruff Financial Planning

We believe that everybody deserves to live a secure and fulfilled life and this belief is what our Prosper service was built around.

The service focuses on three main areas…

CLARITY

Our Prosper service is designed to help you gain complete clarity over your present and future financial positions. We use our planning software to show how different scenarios will affect your long-term security.

FOCUS

By developing a comprehensive Financial Plan, we enable you to take control of your finances and focus on getting you to your goals as quickly as possible.

FREEDOM

With a Financial Plan in place, you can sit back and relax, safe in the knowledge that your money is being looked after by regulated experts with a track record for growth and a genuine dedication to customer care.

Find out more about the Prosper service here.

About Dan

Dan lives and breathes financial planning. He holds qualifications that put him in the top 5% of UK financial advisors.

He is a regular contributor to the UK’s top financial publications and has held the role of resident financial expert on the BBC Radio Essex breakfast show – as well as producing his own podcast.

Book

Dan’s passion for financial planning lead him to publish his first book “The 7 Figures Plan” in 2016, enabling him to make a difference to the financial future of people all over the world.

Dan is also a member of Colchester Round Table, and the Colchester 41 Club.

 

 

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Listing Details

Address
Unit 5, The Park Lane Business Centre, Park Lane, Langham, Colchester, Essex, CO4 5WR
Telephone
01206 919101
E-mail
Map

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