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Member:		 Woodruff Financial Planning
Financial Planning
Dan Woodruff 		Telephone:
Email:
Website:		 01206 266882
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Independent Financial Adviser in Colchester, Essex
Portrait Photograph of Dan Woodruff
About Woodruff Financial Planning

Woodruff Financial Planning works very differently from other firms of Independent Financial Advisers.

We work with:

  • Business owners and professionals
    Do you find that you do not have the time to manage your finances in the most efficient way, and often find that your business and personal finances are inter-linked? What we do is to develop a comprehensive financial plan with you to build up more personal wealth so that you can get to financial independence as soon as possible. This means that you will have more time to spend doing what you really want to do with your life. Click here to find out more about the Financial Navigation service.

  • Investors
    Do you have a problem managing your investments, and often worry about the risks of losing money or that your money is not working as hard as it should? What we do is to use our proven research tools to regularly monitor your portfolio to manage risks and maximise returns on your investments so that you can have peace of mind that your investments are being looked after and serviced regularly. This means that you can relax that your goals are on track, or that income is more secure. Click here to find out more about the Portfolio Management service.

  • Clients looking for advice on pensions, investments, mortgages, protection and inheritance tax
    Do you have the time, expertise or research capability to find the best products to meet your needs? What we do is to analyse your situation, before researching the most appropriate solutions for your needs so that you can be secure in the knowledge that you are taking the right decisions first time. This means that you can make or save money more easily. Click here to find out more about our Financial Advice service.

Our philosophy is to allow you to understand your finances so that you are comfortable with your financial decisions. We want to educate you in this complex world so you can confidently reach your goals. Our advice is professional and straightforward, and we never use complicated jargon.

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