Woodruff Financial Planning - Colchester

Neil B.

Five years into retirement, I was worried about whether my savings would last, despite my own spreadsheets. Hiring Dan for a full financial analysis was worth every penny. Through in-depth interviews and scenario planning, he provided a clear roadmap to adjust my income and spending while ensuring resilience for unexpected events. This wasn’t about investment advice—it was about structuring my retirement to match my lifestyle and risk tolerance. The peace of mind I gained is invaluable. If you're planning for retirement, meet Dan as early as possible—it could make all the difference!

Jan K.

I can't recommend Woodruff Financial Planning highly enough. They are a small independent company who give honest advice and who take excellent, respectful care of their clients. I receive regular updates on my financial position. Everything is clearly explained and easy to understand, and every decision I take after meeting with Dan is followed up to make sure that I continue to be happy with it. I have worked with other financial planners in the past and none of them hold a candle to Dan and his team in terms of good sense, knowledge of the financial market, sound investment strategies and customer care.

Stuart G.

I can highly recommend Woodruff Financial Planning. Their professionalism is such that they establish client expectations and provide services in a very supportive timely way.

Alex B.

Dan and his team at Woodruff Financial Planning have assisted me with our family finances over many years. From financial planning to life cover and insurances, I have been delighted with their efficient and professional manner and their advice has been outstanding.

Headache

Dan Woodruff has been excellent in his assessment and explanations. He also took the time during our meetings to listen and understands my financial issues as well as looking for solutions. The computer simulations were an eye opener. The final outcome and the written format were easy to understand and follow. I am hoping to work on the advice I was given and go through this again next year

Dr H Fadaly

James N.

We choose Woodruff Financial Planning after a lot of research because of their professional, friendly attitude when answering our inital questions. Since investing a significant amount of money with them, we have been consistantly impressed with their management of our portfoilio. We receive regular performance updates and then a follow up call soon afterwards to answer any questions we may have.I would have no hesitation in recommending this company to anyone looking for investment advice and management from a team of friendly professionals with a genuine interest in ensuring we make the vbest, well informed decisions to grow our investment.

Verity S.

I recently read Dan Woodruff's book, The Seven Figures Plan, which I cannot recommend enough. As a relatively new homeowner with a lot of respect for people like Martin Lewis, finance is something that interests me but I've never been one to read an entire book on it. It's such an easy read and the ideas apply whatever figure you've got in your bank account. I'm sure in years to come, if I employ Dan's advice, it'll certainly pay off! Anyone who's clueless about finance and the implications of spending like a nutter (and conversely, being tight!) will definitely come away learning a thing or two.

Jamie H.

I have referred a number of clients to Woodruff Financial Planning and the feedback from each of them has been extremely positive. I would not hesitate to recommend Woodruff Financial Planning to any individual seeking a managed investment solution.