Woodruff Financial Planning Ltd is an award-winning Independent financial advisory firm in Colchester. Dan Woodruff is the founder of the company. He is a Fellow of the Chartered Institute for Securities and Investment. Dan regularly contributes to the top financial publications in the UK and often comments on local TV and radio. He has recently appeared on ITV Anglia and BBC Essex radio. They offer a different approach to financial planning and wealth management, focusing on more than just your finances. They aim to help you attain your full potential, achieve your goals and help you live the life of your dreams. All clients get an initial financial plan. They are privileged and immensely proud to have been recognised by numerous business and community awards. Their independent financial advisors focused on financial products and their customers with the technical details of solutions that may have been better for their situation. At Woodruff Financial Planning, they believe you would rather know how to make your dreams and future goals a reality. The company offers a comprehensive annual review of finances, improves your financial security and provides personal updates on relevant changes. Contact them today to get a free consultation.
UNIQUE FACTS:
• Free Consultation.
• They Deliver Excellent Service.
• Annual, Video and Initial Financial Plan.
• Phone Meeting and Screen Sharing Also Available.
• The 7 Figures Plan By Dan Woodruff.
• They Provide Clear Insight to Deliver Better Results.
3 Best Financial Services in Colchester, UK
Expert recommended Top 3 Financial Services in Colchester, UK. All of our financial services actually face a rigorous 50-Point Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence.
WOODRUFF FINANCIAL PLANNING LTD REVIEWS
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.
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.
Very friendly, practical, honest and realistic. Dan has helped us control our finances and also many aspects of our future and is patient when things need explaining again. He and his company have been of enormous help.
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Midwinter Financial Planning Ltd is one of the financial firms in Colchester. Daniel Midwinter is the company's founder and chartered financial planner. He's taking the time to explain everything to you and answer all your questions patiently. The team members specialize in pension planning. He delivers his advice in clear, simple words that help you to understand your options for collecting together several legacy pensions. Their business is to give you peace of mind and create a customized plan to ease your financial worries. The company offers jargon-free advice that is clear and easy to understand. They will carefully consider and explore all your options before advising you on a tailored financial plan. Mid-Winter Financial Planning can assist you by examining your current pensions, how and where they are invested and ensuring they meet your personal retirement goals.
UNIQUE FACTS:
• Get a Free, No-obligation, Informal and Friendly Chat to Assess Your Needs.
• A Robust Financial Plan.
• Get Their Free Guide "Should You Merge Your Pensions".
• Offers Short and Long-term Services.
Speciality:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
MIDWINTER FINANCIAL PLANNING LTD REVIEWS
Needing some support and advice with regards to planning my retirement, I contacted Midwinter Financial Planning on the recommendation of a colleague. Extremely pleased with the service, thorough and very professional, my options were explained clearly and concisely. Communication was prompt and helpful. Cannot recommend highly enough.
Really pleased with Midwinter Financial Planning. We wanted to make financial plans for our future and Daniel helped us with all the pros and cons to each option, also options we hadn't considered We now feel happy with our decisions and I would highly recommend everyone to contact Midwinter Financial Planning.
I found Daniel to be very professional and helpful working though my somewhat troublesome personal pension claim. He kept me up to date at all stages throughout the process and I would highly recommend him.
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Optimum Independent Financial Advisers Limited is one of Colchester's financial advisory firms. The directors of the company are John Arrowsmith and Tosh Naylor. The founder of Optimum Independent Financial Advisers Limited is Gary Naylor. The firm has provided holistic and bespoke financial advice to private and business clients since 1995. Their ethic is established on managing customers fairly and building long-term client relationships. OIFA provides financial services to individuals, business owners and professionals in all aspects of financial planning and investment management. They discuss and consider an individual's concerns before devising a bespoke initial investment strategy to assist personal financial goals. They advise you on retirement planning, from setting up a retirement plan to managing your current retirement investments and retirement. They conduct meetings in private customer meeting rooms with honesty. The company offers to both existing and new clients. They provide free customer parking outside of their office.
UNIQUE FACTS:
• Online Appointments.
• On-site Services.
• Highly Qualified Advisers.
• No Obligation Consultation .
• All Meetings are Managed With Integrity and Held in Private Customer Meeting Rooms.
Speciality:
Contact:
Working Hours:
Sun: Closed
TBR® Inspection Report:
OPTIMUM INDEPENDENT FINANCIAL ADVISERS LIMITED REVIEWS
I consider that the service provided by Optimum throughout the years we have been with them has been faultless and we appreciate how much support we have been given to understand our options available and relevant variables; this has been presented to us in full both during meetings and within the follow up reports for our guidance. We do appreciate that the language used is uncomplicated even though the options may be complicated. Everything is explained to is so that we fully understand before making any decisions. We are always treated with courtesy by all the staff and especially our adviser John. Many thanks.
The team at Optimum are always very well informed, helpful and approachable. Our only wish is that some of the news they give us on our investments is better! World influences mean that returns are lower than we would have liked. For this reason we have decided to increase the risk level in the hope that our returns increase. We have been well informed by Optimum in this regard.
I have been very happy with both the service and the manner in which communication and information is imparted. Overall I have every confidence that my money is well managed and that I am kept informed as and when appropriate.
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