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Member:		 Woodruff Financial Planning
Financial Planning
Dan Woodruff 		Telephone:
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Website:		 01206 266 882
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About Woodruff Financial Planning

Woodruff Financial Planning works very differently from other firms of Independent Financial Advisers. Our philosophy is to offer clients a clear choice in their financial planning. We offer 2 distinct services: choose between our Financial Navigation Service, or Basic Financial Advice. See below for more details. You may also then wish to take up our Portfolio Management Service.

Financial Navigation service

Most independent financial advisers operate a ‘head in the sand’ approach to financial planning - i.e. they go straight for the products and solutions without looking at your underlying fundamental financial situation. What our Financial Navigation Service does is to ask and answer the truth about your money, so that you know exactly where you are now, and more importantly, where you are going. The service aims to guarantee that you reach your financial goals.

Click here to view our Financial Navigation Service leaflet.

What is the Financial Navigation Service?

This is a comprehensive financial plan, which takes a snapshot of your financial circumstances now, and projects this forwards into the future.

Using the most sophisticated software, we can show you how your are going to live the rest of your financial lives, whatever happens. This is a powerful tool as it allows us to put in place the solutions to potential problems but more importantly to give you something to work towards.

Ask yourself this...

What do you want to do with the rest of your life?
When can you stop working and start doing the things you really want to do?
What do you need to do to ensure that you never run out of money?
How do you ensure that your family is secure no matter what happens?
How much is enough?

Our Financial Navigation Service will:

• Help you to make the most of the rest of your life
• Tell you when you can stop working and start doing the things you want to do
• Ensure that you never run out of money
• Ensure that your family is secure no matter what happens
• Tell you when you can stop accumulating and start spending!

Do you really want to work longer than you have to?

The ultimate aim of the Financial Navigation Service is financial independence.


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