Client Testimonials and reviews

Professional Investment Management for a business ownerAs 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.

Financial Planning helped me to retireRetirement 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, Essex – Financial Planning and Investment Management client

Personal service with Investment ManagementWoodruff 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.

Martin White,Financial Planning and Investment Management client

No financial jargonYour 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 trustworthyI 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 adviceWe 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 adviceYou 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 portfolioI 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 ethicalWoodruff 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 PlanningLeave your own review.

Insight into wealth managementWoodruff 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 thoroughWhen 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 adviceWoodruff 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 decisionsMany 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 adviceThe 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 professionalI 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 adviceAll 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 adviceWoodruff 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 IllustrationLeave your own review.