Key Staff at Woodruff Financial Planning

Dan Woodruff, LLB, CFP™, Chartered MCSI
Certified Financial Planner, Chartered Wealth Manager & Independent Financial Adviser
Author of The 7 Figures Plan

Dan Woodruff Certified Financial Planner Colchester Essex

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Dan is a Certified Financial Planner and a Chartered Wealth Manager and is the Founder of Woodruff Financial Planning Limited. He is the main point of contact with clients for advice, research and financial planning.

Dan is also the author of the Financial Planning book: The 7 Figures Plan.

Dan trained to be a solicitor (obtaining a Law degree and the Diploma in Legal Practice) before moving into financial services with a major insurance company; he has worked in financial services for 15 years. He has advanced level financial services qualifications, including specialist qualifications in Taxation and Trusts, as well as the Certified Financial Planner (CFP) qualification as above.

The Certified Financial Planning licence is an advanced qualification which tests a candidate’s ability to apply their detailed knowledge and skills in order to produce an effective financial plan. Only around 5% of UK financial advisers are qualified to this standard.

Becoming a CFP professional is a real challenge and that is why CFP certification is highly respected as an international standard. It is achieved by the completion of a comprehensive financial plan, based on a case study. This follows a learning path that has already tested the individual on their technical knowledge.

Dan is also a  Chartered Wealth Manager (Chartered MSCI). The Chartered Wealth Manager qualification is awarded to senior members of the Financial Planning profession, and is broadly equivalent to a post-graduate degree. It provides a sound grounding in economics and interpretation of economic statistics, financial statements, investment analysis, portfolio construction and applied wealth management. To be able to hold this qualification also requires the demonstration of rigorous ethical standards.

Dan also holds the Diploma in Financial Planning from the Chartered Insurance Institute.

Qualifications

  • Degree in Law (LLB)
  • Diploma in Legal Practice (LPC)
  • Certified Financial Planner (CFP)
  • Chartered Wealth Manager (Chartered MSCI)
  • Diploma in Financial Planning

Dan regularly appears on local radio and in newspapers, commenting on financial planning issues. He is a regular contributor to the breakfast show on BBC Radio Essex, as well as on other shows. Dan is one of the most followed UK financial advisers on Twitter, mainly due to his regular comments on financial planning. Dan is currently Treasurer and Trustee of Colchester Round Table, a local charity and social group; he has recently finished a 6-year run organising Colchester Carnival, which has grown to be one of the major community events in the Colchester calendar – attracting 15,000 spectators in 2016, raising over £8,400 for local charities

Dan’s first financial planning book is The 7 Figures Plan. He has also contributed to 52 Planners – another financial planning book.

Magali Woodruff Financial Planning Colchester EssexMagali Woodruff, Director

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Magali is involved in the technical elements of client accounts. She will be your contact for research and regular reviews. Magali worked as a Purchasing Manager with a major hotel chain before coming to work for the family business. Magali is the past Chair and Trustee of Colchester Ladies Circle, a local social and charity group, and has also been a member of the organising committee of Colchester Carnival for the past 6 years.

 

 nicola smith Woodruff Financial Planning Colchester Essex

Nicola Smith, Client Services Manager

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Nicola is the Client Services Manager at the firm. She makes sure that we have all the data and paperwork in order to prepare your financial plans.