Financial Advisers (Independent) in Colchester
Unit 5, Park Lane Business Centre
Monday to Friday: 9am - 5pm
Saturday to Sunday: Closed
Woodruff Financial Planning are award-winning Independent Financial Advisers, based in Colchester, Essex.
Independent Financial Advisers in Colchester, Essex - Prosper Logo - diamond
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 focussed 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.
Our goal is to bring you prosperity not products.
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Our goal is to help you achieve your full potential using our award winning financial planning and wealth management services. We believe that you deserve to live a secure and fulfilled life and this belief is what our Prosper service was built around.
I first came to Woodruff Financial Planning on a recommendation in 2008, and have never regretted doing so. After years of believing I should be capable of managing my investments myself I eventually started handing them over piecemeal to the firm, gaining confidence with each handover. Instead of losing control of my affairs, I now find that with our annual meetings, quarterly reports and regular phone calls I have a much better understanding of my finances and investments and am always encouraged to be as involved in decisions as I choose to be. And best of all, when I don’t want to be bothered with thinking about them, Dan understands and based on his detailed knowledge of my affairs and attitudes to risk, makes excellent decisions on my behalf.
” This outstanding company has demonstrated a thorough and rigorous approach to its customer service policy and practice. Punching above its weight, this small team delivers an excellent level of service, every time, in all things and to the highest professional standards. They truly listen to the needs of their clients, always keeping them informed and adjusting their own practices and offerings to suit the clients’ needs. Supreme attention is paid to all systems and processes, striving for accuracy and efficiency. Constant improvement and ‘small changes every day’ is key to the company’s success and its high level of client satisfaction and referrals.”
Judges - Colchester Business Awards - Excellent Customer Service
Testimonials are added by the business owner and are not independently verified.