3 Best Financial Services in Colchester

“Woodruff Financial Planning is an award-winning financial consultancy firm in Colchester. Founded by Dan Woodruff, the team at Woodruff Financial Planning believes that everyone deserves to live a secure and fulfilling life, which is the core principle behind their Prosper service. They are members of the Chartered Institute for Securities & Investment (CISI) and are authorised and regulated by the Financial Conduct Authority (FCA). They are passionate about growing their clients' wealth and ensuring they have the financial freedom to live on their terms. Their goal is to help clients reach their full potential, achieve their goals, and live the life of their dreams.”

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“Midwinter Financial Planning Ltd is one of the leading financial planning firms in Colchester. Daniel Midwinter is the founder and Chartered Financial Planner of the firm. At Midwinter Financial Planning, the team’s primary goal is to ensure your financial security and comfort. They also aim to make you feel confident about the direction of your wealth. They explain everything clearly and simply, avoiding jargon. In times of market turbulence, they proactively explain market changes and reassure you of the importance of long-term strategy. They aim to help you feel secure, comfortable, and content throughout your financial journey.”

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“Optimum Independent Financial Advisers Limited is an independent financial consulting firm in Colchester. Founded by Gary Naylor in January 1995 and later joined by fellow Directors John Arrowsmith and Tosh Naylor, the firm has grown through recommendation and reputation to become one of the largest and most prominent independent advisory firms in the Colchester area. With advisers among the highest qualified in the industry and supported by a dedicated and experienced administration team, they have been providing ongoing holistic and bespoke independent financial advice to private and business clients for over twenty years. They have assisted various generations of families and business owners in succession. By establishing long-term professional connections with many local solicitors and accountants, they offer integrated and complementary advice to both private and corporate clients.”

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