Dan Woodruff - Woodruff Financial Planning

Certified Financial Planner (CFP) & Independent Financial Adviser (IFA)

  • Comprehensive financial planning
  • Investment management
  • Independent financial advice
  • Auto enrolment advice

Woodruff Financial Planning was founded in 2003. We are multiple award winning members of the Institute of Financial Planning, Certified Financial Planners (CFPs) and Independent Financial Advisers (IFAs). Our focus is Financial Planning and Investment Management. We are most proud of our recent award for "Excellent Customer Service" at the 2014 Colchester Business Awards.

Financial planning will help you to secure your future, confident that you have enough money to guarantee your lifestyle no matter what happens. Investment Management can give you peace of mind with your money. You will be safe in the knowledge that your investments deliver predictable results based on proven strategies, managed by regulated experts.

Dan trained to be a solicitor before moving into financial services with 2 major insurance companies; he has worked in financial services for over 15 years. He has advanced level financial services qualifications, including specialist qualifications in Taxation and Trusts, as well as the Certified Financial Planner (CFP) qualification.

Dan is the author of a straightforward guide to auto enrolment called "How to Get Auto Enrolment Off Your Desk". He hosts monthly seminars which help employers to deal with their auto enrolment responsibilities. See http://woodruff-fp.co.uk/auto-enrolment

Dan is a resident financial expert on the BBC Essex Breakfast radio show with James Whale, appearing every Friday morning. He is also a regular contributor of comment for newspapers and financial publications on financial planning issues. He is the co-presenter of the Money Sat Nav podcast (see http://moneysatnav.com). He is currently finalising his first book on Financial Planning with the working title "The 7 Figures Plan".

Dan is the ex-Chairman of Colchester Round Table, a local charity and social group; he is part of the organising committee for Colchester Carnival.


Listing Details

Unit 5, The Park Lane Business Centre, Park Lane, Langham, Colchester, Essex, CO4 5WR
01206 919101

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