Key Staff at Woodruff Financial Planning
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.
- 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.