Client Testimonials and reviews

We regularly ask our clients how we are performing. Leave your own review.

Here is a selection of recent client reviews for our award-winning service:

An excellent level of service, every time, in all things and to the highest professional standards

This outstanding company has demonstrated a thorough and rigorous approach to its customer service policy and practice. Punching above its weight, this small team delivers an excellent level of service, every time, in all things and to the highest professional standards. They truly listen to the needs of their clients, always keeping them informed and adjusting their own practices and offerings to suit the clients’ needs. Supreme attention is paid to all systems and processes, striving for accuracy and efficiency. Constant improvement and ‘small changes every day’ is key to the company’s success and its high level of client satisfaction and referrals.

Judges comments regarding our award for Excellent Customer Service from Vicki Skeels and Nancy Usher of The Hearing Care Centre – high praise indeed from previous winners of this award.

Exceptional service

We found working with Woodruff Financial Planning very straightforward. Dan delivered exactly what we expected and ensured there was nothing that we did not understand along the way. The service was exceptional and we were given an in depth insight into our situation and options. I would not hesitate to recommend Woodruff Financial Planning in the future.

Paul and Angela Mitchell, Colchester, Essex. Financial Planning and Investment Management clients and owners of Mitchell Associates.

Professional, thorough and clear explanations

We are currently working with Dan and his team undertaking a wealth management review, based upon where we are at now and where we want to be at our planned retirement age. Dan has been completely professional, very thorough, and (most importantly) very clear in explaining what can sometimes be quite complex scenarios to non-financial minds.
The team has made the process a very simple one and we look forward to concluding this current review and continuing to monitor our financial situation with their help going forward.

Sarah and Steve Bays, Tiptree, Colchester, Essex. Financial Planning clients and owners of Century Office.

Relaxed about the future

As small business owners my husband and I cannot always predict our income and could foresee a time when things might get financially tricky. We had also accumulated various debts on credit cards and a personal loan for solar panels (which although self-financing was yet another fixed outgoing) the payments for which were a constant drain. It occurred to me that with my husband approaching 60 it might be a good idea to review our finances in any event and perhaps this would reveal a solution. So we contacted Woodruff Financial Planning.

Our first experience of visiting the office was a measure of Woodruff Financial Planning’s attention to detail. Instead of us having to work out the parking system and get ourselves a permit, a team member was waiting for us at the entrance with the permit ready just nicely smoothing out a potential minor stress. Over two or three meetings our adviser worked with us to thoroughly review our finances and spending patterns and to come up with potential solutions to our problems. This resulted in using part of our pension to pay off expensive debt and reinvesting the remainder in a scheme with better growth prospects and a very flexible set of options for supplementing our income as necessary, without necessarily jeopardising our long term prospects.

Thanks to Woodruff Financial Planning we are now much better informed and considerably more relaxed about our future. They are very approachable, very knowledgeable and ensured that we were fully informed at all times during the process.

Colchester business owner – Financial Planning and Investment Management client

More control over my affairs

I first came to Woodruff Financial Planning on a recommendation in 2008, and have never regretted doing so. After years of believing I should be capable of managing my investments myself I eventually started handing them over piecemeal to the firm, gaining confidence with each handover. Instead of losing control of my affairs, I now find that with our annual meetings, quarterly reports and regular phone calls I have a much better understanding of my finances and investments and am always encouraged to be as involved in decisions as I choose to be. And best of all, when I don’t want to be bothered with thinking about them, Dan understands and based on his detailed knowledge of my affairs and attitudes to risk, makes excellent decisions on my behalf.
Gill Wood, Rickling Green, Essex – Financial Planning and Investment Management client

Feedback from clients extremely positive

I have referred a number of clients to Woodruff Financial Planning and the feedback from each of them has been extremely positive. I would not hesitate to recommend Woodruff Financial Planning to any individual seeking a managed investment solution.
Jamie Hooper, Kelvedon, Essex – Chartered Tax Adviser and Director of Hooper and Co Chartered Accountants.

Financial Planning helped me to retire 

Retirement is most agreeable – it’s so nice to be doing things that I find rewarding, and I find that at the moment I have no regrets and that Monday morning is met with a smile rather than a sigh!
Stephen McClure, Colchester, EssexFinancial Planning and Investment Management client

First class service

We contacted Woodruff Financial Planning initially with no clearly developed view of our investment priorities. The service we have received has been first class in every respect; Woodruff Financial Planning has explained our options clearly at every stage of the process, always offering professional yet impartial advice and guidance. We have every confidence in the quality and integrity of service provided by Woodruff Financial Planning, and would recommend them without reservation.

Liz and Alan Lazell, Colchester, Essex – Financial Planning and Investment Management clients.

Professional Investment Management for a business owner
As a busy business owner I value and trust the personal service delivered by Woodruff Financial Planning. They are on hand whenever I need them to discuss the best options for me and my business. They manage my investment portfolio professionally and comprehensively, delivering regular updates and meetings to discuss investment strategy and progress. My investments have consistently risen in value registering an average increase of over 8% per year in the last 4 years despite the difficult trading conditions. I have no hesitation in recommending Woodruff Financial Planning to other would be clients.
Jon Tayler, Stowmarket, Suffolk – Investment Management client and Director of Process Instrument Sales Ltd.
Customer care
Woodruff Financial Planning are an experienced firm that place much importance on customer care. I would highly recommend their services to anyone in need of wealth management services.

Cyril Thomas, Colchester, EssexOwner of Platinum Crown Lettings and Estate Management.

Personal service with Investment Management
Woodruff Financial Planning communicates with me frequently.  They have helped me to build investment decisions in logical steps. I am happy to recommend Woodruff Financial Planning, and especially the Investment Management and financial service you offer, to anybody who is deciding if this is a good idea or not. In such circumstances, where something changes quickly, this assurance and personal service comes into its own.

Leave your own review.

Thoroughly recommended
When you’re looking to secure your family’s future in case the worst should happen its important to work with a Financial Advisor in who you have a high level of both confidence and trust. I approached Woodruff Financial Planning to help me with some life and critical illness cover. Their detailed knowledge of the subject was clearly evident from our first meeting and they dealt with my subsequent applications from start to finish in a thorough, efficient and effective way. They combine professionalism with an approachable style, they’re straightforward and easy to talk with. Thoroughly recommended.
Robbie Stepney, Colchester, Essex – Financial Advice client and owner of Calls That Count.

No financial jargon

Your services explained the pros and cons of all the proposals, discussing the details in layman’s words.

Mr and Mrs Browes, Colchester, Essex – Financial Advice client

Completely trustworthy
I asked Woodruff Financial Planning to help my sister with her financial situation. They helped her to place money according to her individual requirement for her personal risk level and she is very happy with the service that she receives from them. I would certainly recommend them as people who are clearly independent and who provide the right kind of advice according to your own personal circumstances. There are no ulterior motives with them. Their service is open and easy to understand. Definitely worth considering as personal financial advisers as well as business financial advisers. They know their stuff and are completely trustworthy!
Susan Pattrick, Colchester, Essex – Financial Advice client

Pro-active advice

We receive good pro-active advice for our current and future needs.
Rachel Skells, Colchester, Essex – Financial Advice client & Partner of Whittle & Co Chartered Accountants

Easy to understand investment advice

You always give me a quick response. You are able to discuss my options at a level suitable to my own understanding. You offer comprehensive research.
Ray Stannard, Romford, Essex –Investment Management client & owner of International Trade Financial Solutions

 

Satisfied with my pension portfolio
I am more than satisfied with the service I get for my pension portfolio and that it is regularly reviewed.
Janice Bell, Bishop’s Stortford, Hertfordshire – Investment Management client

 

Highly professional and ethical
Woodruff Financial Planning has a vision of how financial services should be provided. They are highly professional and ethical, I am delighted to recommend their services as IFAs but also as people you should be connected to.
Steve Wilkes, Ipswich, Suffolk – Will Writer & owner of Silver Lining Estate Planning

Insight into wealth management

Woodruff Financial Planning has a great insight into wealth management and the creation of long term sustainable income. Their detailed process of how to get to where you want to be, if followed, can deliver real results. Their approach and explanation is clear, and their enthusiasm to get you there is infectious. I would recommend a session with the firm and sign up for their email newsletter. If you need financial and wealth planning then Woodruff Financial Planning is for you.

Lewis Melia, Essex – business coach

Professional and thorough

When planning my financial commitments and requirements I wanted to discuss my needs with someone I knew I could trust. Woodruff Financial Planning was able to explain the various options and I found their advice and insight professional and thorough. I was able to trust Woodruff Financial Planning’s advice and have no hesitation in recommending their services to anyone. Woodruff Financial Planning’s knowledge in the financial services sector has helped me to cut through the nitty gritty and determine the best solution available. Dan Woodruff is a very likable chap and you can trust him implicitly.

Damian Culhane, Colchester, Essex – Financial advice client & owner of Perceptions Coaching

Refreshing approach to financial advice

Woodruff Financial Planning is not commission driven and therefore I am confident I’m getting the right advice for my money. They always meet deadlines and are very friendly. I have total confidence in Woodruff Financial Planning and I’m glad they are at hand whenever I need advice. Woodruff Financial Planning’s approach to financial planning is very refreshing and they have a great way of explaining things so I understand what I’m buying.

Paul Howes, Brentwood, Essex – Financial Planning client & owner of IT Authority

Professional advice helps me make informed decisions

Many financial advisers are commission hungry salesmen that do not act in your best interests. Believe me I have experienced this on many occasions in the past. But that has all changed for me. Woodruff Financial Planning is fee based which in simple terms means that they work for you and not the financial suppliers. My wife and I have received a personal and reassuring service that has enabled us to get on with the rest of our lives knowing that our finances are in safe hands. How do I know this? Woodruff Financial Planning provides you expert and professional advice supported by reports and key information which enables you to make informed decisions and empowers you to make the correct choices for your needs. If you require professional financial advice for Mortgages to Inheritance Tax there is no need to look any further. A pleasure to do business with!

Alex Barton, Kelvedon, Essex – Financial Planning client & owner of Ballyhoo CreativeLeave your own review.

Spot on mortgage advice

The mortgage advice I received was spot on. A variety of mortgage options were clearly explained to me after a full consideration of my needs. I cannot recommend Woodruff Financial Planning enough. I will certainly be returning for mortgage advice in the future.

Sadie Rizzo, Barrister and Financial Advice client

Competent and professional

I have known Woodruff Financial Planning for a while and they are consummate professionals. If you’ve ever felt overwhelmed by the process of financial planning: if you’ve wondered how to find a financial professional who is both competent and trustworthy: whether you’re already well-to-do or just beginning to build a nest egg: – I would highly recommend you talk to Woodruff Financial Planning first!

Ravi Peal-Shankar, Clacton-on-Sea, Essex – business coach & owner of Results Business Coach

Helpful and positive investment advice

All queries, however small, are dealt with in a helpful and positive manner. If unavailable, calls always returned promptly. E-mail newsletter very informative.

Angela Low, Romford, Essex – Investment Management client

Honest and trustworthy financial advice

Woodruff Financial Planning communicates well and explains complicated matters easily to the average person. Your honest and trustworthy manner gives us confidence that we are speaking to the right people about our financial goals.

Rose Barton, Kelvedon, Essex – Financial Planning client & owner of Rose Barton Illustration

Leave your own review.