Dan Woodruff Email and Phone Number
Dan Woodruff work email
- Valid
Dan Woodruff personal email
Dan Woodruff phone numbers
I am a Certified Financial Planner (CFP), Chartered Wealth Manager (Chartered MCSI) and Independent Financial Adviser (IFA) based at Langham, Colchester, Essex. I am also a Chartered Fellow (Financial Planning) of the CISI.I am the author of the Financial Planning book: The 7 Figures Plan.I provide financial planning and advice services to high wealth clients who are navigating or anticipating significant life changes and want to ensure their money is managed wisely to give them the financial security that will fund the future and lifestyle that is important to them.Clients tend to have a desire for security. They want to know that their money is invested wisely and that it will give them the lifestyle they desire and protect them against whatever the future may hold. They want to do the right thing with their money and be sure that all eventualities are covered so they have no regrets and no nasty surprises. They may want the burden of responsibility for the money removed for them by trustworthy experts who understand what is important for them, so they can enjoy it without having to worry about it any more.http://woodruff-fp.co.uk01206 919101dan.woodruff@woodruff-fp.co.ukRegistered in England and Wales Number 10374052.Authorised and regulated by the Financial Conduct Authority.The page is for general information and does not constitute financial advice. If you require financial advice, please get in touch with us. The value of investments can go down as well as up.
Woodruff Financial Planning
View- Website:
- woodruff-fp.co.uk
- Employees:
- 4
-
Certified Financial Planner And Chartered Wealth Manager | Advising Business Owners And ExecutivesWoodruff Financial PlanningLangham, Gb -
Certified Financial Planner (Cfp) & Chartered Wealth Manager (Chartered Fcsi)Woodruff Financial Planning Mar 2003 - PresentColchester, United KingdomI am a Certified Financial Planner (CFP) & Chartered Wealth Manager (Chartered FCSI) with a financial planning firm based in Langham, Colchester, Essex. We look after your money wisely to give you the best possible future. -
Procession ManagerColchester Carnival Aug 2012 - Jul 2016Colchester, United KingdomI worked with a team of volunteers to organise the Colchester Carnival procession, which attracted 1,000 participants and was watched by 15,000 spectators. The event raised £8,400 for 2 local charities.
-
Committee ChairmanColchester Carnival Jul 2010 - Jul 2012Colchester, United KingdomI ran the organising committee for Colchester Carnival in 2011 and 2012. This is an annual community event, and I am currently involved in organising the procession.
-
Ifa ConsultantFriends Provident Jun 1999 - Mar 2003Consultancy for a panel of Independent Financial Advisers (IFAs) and Certified Financial Advisers (CFPs), providing sales back up and training on industry issues.Seconded to corporate pensions division to help with the set up of the market leading stakeholder pensions proposition -
Financial ConsultantPrudential Uk Jun 1996 - Jun 1999Provided financial planning advice to a panel of clients.
Dan Woodruff Skills
Dan Woodruff Education Details
-
Financial Planning And Services -
Financial Planning And Services -
Investments And Securities -
Certified Financial Planner Licence -
Commendation
Frequently Asked Questions about Dan Woodruff
What company does Dan Woodruff work for?
Dan Woodruff works for Woodruff Financial Planning
What is Dan Woodruff's role at the current company?
Dan Woodruff's current role is Certified Financial Planner and Chartered Wealth Manager | Advising business Owners and executives.
What is Dan Woodruff's email address?
Dan Woodruff's email address is da****@****p.co.uk
What is Dan Woodruff's direct phone number?
Dan Woodruff's direct phone number is +44 1206 9*****
What schools did Dan Woodruff attend?
Dan Woodruff attended The Chartered Institute For Securities & Investment (The Cisi), Chartered Insurance Institute, Chartered Institute For Securities And Investment, Chartered Institute For Securities And Investment, Nottingham Trent University, Cardiff University.
What are some of Dan Woodruff's interests?
Dan Woodruff has interest in Financial Planning, Arts And Culture.
What skills is Dan Woodruff known for?
Dan Woodruff has skills like Financial Advisory, Inheritance Tax Planning, Strategic Financial Planning, Pensions, Investments, Small Business, Wealth, Investment Strategies, Investment Management, Wealth Management Services, Management, Financial Planning.
Who are Dan Woodruff's colleagues?
Dan Woodruff's colleagues are Nicola Smith, Magali Woodruff.
Not the Dan Woodruff you were looking for?
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial