Financial Planners Elite

Directory of the Leading UK Financial Advisers

Dan Woodruff

LLB CFP

CERTIFIED FINANCIAL PLANNER

 

Member profile details

Photo
Title
Mr
First name
Dan
Last name
Woodruff
Qualification Letters
LLB CFP
Status
  • CERTIFIED FINANCIAL PLANNER
Gender
Male
 

Contact Details

Job Title
Certified Financial Planner
Organization
Woodruff Financial Planning
Phone
01206 266882
Business address
The Colchester Centre
Address line 2
Hawkins Road
Town/city
Colchester
County
Essex
Postcode
CO4 5JF
Local postcode area
CO
Region
England - East Anglia
Regions served
  • Select
  • England - East Anglia
Other postcode areas served
  • CM
  • IP
  • Other
 

Financial Planning Service

Our Service in Brief
We provide a fee based financial planning and investment management service to individuals and business owners in Essex and Suffolk.
About our Service
Twitter: http://twitter.com/danwoodruff
Facebook:
http://www.facebook.com/?ref=logo#!/pages/Woodruff-Financial-Planning/259790683709?ref=ts
Services include:
  • Comprehensive financial planning
  • Lifestyle financial planning
  • Business financial planning
  • Wealth management
  • Inheritance tax planning
  • Retirement planning
  • Pension transfers
  • Pensions and divorce
  • Education fees planning
  • Other
Specialist in
Comprehensive financial planning
Ideal Clients
Business owners and professionals
Pre-retired 50+ with cash assets of at least £50,000
Trusts
Divorcees
How we Charge
Initial fee plus monthly retainer for Financial Planning

Percentage of funds under management for investment management

Fixed fees for transactional work, with commission offset available
 

Personal Information

Background
Trained to be a solicitor
2 years with Prudential
5 years with Friends Provident
8 years running this business
Family/social
Married with a daughter
Interests
Colchester Round Table
Pivotal Business Networking
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