Dan Woodruff

Dan Woodruff Email and Phone Number

Certified Financial Planner and Chartered Wealth Manager | Advising business Owners and executives @ Woodruff Financial Planning
Langham, GB
Dan Woodruff's Location
Langham, England, United Kingdom, United Kingdom
Dan Woodruff's Contact Details

Dan Woodruff work email

Dan Woodruff personal email

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Dan Woodruff phone numbers

About Dan Woodruff

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.

Dan Woodruff's Current Company Details
Woodruff Financial Planning

Woodruff Financial Planning

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Certified Financial Planner and Chartered Wealth Manager | Advising business Owners and executives
Langham, GB
Employees:
4
Dan Woodruff Work Experience Details
  • Woodruff Financial Planning
    Certified Financial Planner And Chartered Wealth Manager | Advising Business Owners And Executives
    Woodruff Financial Planning
    Langham, Gb
  • Woodruff Financial Planning
    Certified Financial Planner (Cfp) & Chartered Wealth Manager (Chartered Fcsi)
    Woodruff Financial Planning Mar 2003 - Present
    Colchester, United Kingdom
    I 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.
  • Colchester Carnival
    Procession Manager
    Colchester Carnival Aug 2012 - Jul 2016
    Colchester, United Kingdom
    I 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.
  • Colchester Carnival
    Committee Chairman
    Colchester Carnival Jul 2010 - Jul 2012
    Colchester, United Kingdom
    I 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.
  • Friends Provident
    Ifa Consultant
    Friends Provident Jun 1999 - Mar 2003
    Consultancy 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
  • Prudential Uk
    Financial Consultant
    Prudential Uk Jun 1996 - Jun 1999
    Provided financial planning advice to a panel of clients.

Dan Woodruff Skills

Financial Advisory Inheritance Tax Planning Strategic Financial Planning Pensions Investments Small Business Wealth Investment Strategies Investment Management Wealth Management Services Management Financial Planning Income Protection Finance Financial Services Retirement Critical Illness Money High Net Worth Individuals Retirement Planning Trusts Financial Planners Wealth Management Sipp Savings Certified Financial Planner Estate Planning Life Insurance Investment Advisory Personal Finance Portfolio Management Personal Financial Planning Independent Financial Advice Financial Goals Tax Asset Managment Asset Allocation Term Life Insurance Mutual Funds Bonds Wealth Accumulation Financial Modeling Risk Tolerance Protection Financial Advice Holistic Financial Planning Cash Flow Forecasting Comprehensive Financial Planning Lifestyle Financial Planning Independent Financial Adviser

Dan Woodruff Education Details

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.

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