Financial Planning service

Imagine your future is secure

You are confident you have enough money to guarantee a comfortable lifestyle. Now you can focus on the rest of your life.
That’s Financial Planning.

We work with busy people like you who have important financial decisions to make. Financial Planning allows you to examine all your options so you can be sure you understand your finances. We ensure you can be financially independent so you can do the things that are important to you without ever running out of money.

“Retirement is most agreeable – it’s so nice to be doing things that I find rewarding. I find that at the moment I have no regrets and that Monday morning is met with a smile rather than a sigh!” 
Steve McClure – Financial Planning client Read more testimonials.

Financial Planning service – a secure future using advanced techniques

You are probably here because you have important decisions to make about your life and realise that your financial situation will obviously affect the lifestyle you want. We work with people like you who have taken this step. You probably want to make the most of your life, make your life easier, avoid costly mistakes and take control over your future.

Comprehensive Financial Planning will help you to comfortably reach your goals. The money side is boring – what is exciting is what that security can do for your life.

By developing a comprehensive financial plan, you should take control over your finances and achieve your goals more quickly. This means that you will have more time to spend doing what you really enjoy.

Our award-winning Financial Planning service looks at all aspects of your lifestyle, goals and requirements and through sophisticated financial analysis develops a strategy suitable for you. The result is that you know how secure your future will be, enabling you to make the most of your life.

Watch our video about the Financial Planning service:

Dan Woodruff of Woodruff Financial Planning discusses the Financial Planning service, who this is designed for, and why it will benefit you.

Why come to us?

  • We offer a proven recipe for success in your finances using the latest advances in financial planning.
  • Most independent financial advisers do not offer this kind of service.
  • We believe that before we talk about products we need to find out what’s important to you and what you want out of your life. Only then can we focus on how we can achieve your goals.

Read about the benefits of financial planning.

What our clients say

“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!”

Free initial consultation

Make an appointment to see a Certified Financial Planner at no cost or obligation to you.