Investment Management service

Gain peace of mind with your money

You are safe in the knowledge that your investments deliver predictable results based on proven strategies, managed by regulated experts based in Colchester, Essex.
That’s Investment Management.

We work with people like you who need to avoid costly mistakes with their investments. Investment Management allows you to understand and keep up to date with your investments. It also keeps your investments within the risks you are prepared to take, while aiming to maximise the growth or income within those limits.

“Woodruff Financial Planning manages 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.”
Jon Tayler – Investment Management client  Read more testimonials.


You are probably here because you want to avoid costly mistakes with your investments. You realise that this is a complicated area and your decisions could have a significant impact on your future financial security.  We work with people like you who want more money to spend, to make your life easier, to understand your investments and to stay up to date with changes.

Investment Management is about making sure that you make smart and considered decisions with your asset management no matter what the market conditions.  Our clients tend to want to have an expert opinion on how to manage their money to help to keep risks within acceptable boundaries while also helping the portfolio or income to grow over time.  We can recommend safe or risky strategies depending on your overall requirement for security.

By taking up our award-winning investment management service you will avoid making the mistakes of amateur investors and over time this will mean that you should have more money to spend on your lifestyle, while staying up to date along the way through regular scheduled reviews and quarterly valuations.  We help you to understand your investments so that you can make important decisions in a considered way.

If you currently manage your own investments, you probably realise how complex and time consuming this can be.  This service will help you to simplify your life so you can focus on other things secure in the knowledge that an expert is overseeing your strategy.

Watch our video about the Investment Management Service

Dan Woodruff of Woodruff Financial Planning explains the Investment Management service, who it benefits and why it will work for you.

Why use us?

  • We offer proven wealth management strategies which will be structured to meet your exact needs
  • Our investment research capability is much more detailed than available to you without significant cost
  • Our research is completely independent and uses our own investment philosophy
  • Most investment advisers rely on the research provided by the companies they recommend
  • We keep you up to date with regular scheduled reviews (at least annually), plus quarterly updates on the progress of your investment portfolio

Read about the benefits of Investment Management.

Free initial consultation

Make an appointment to see a specialist investment adviser at no cost or obligation to you.

Watch the video on our free Investment Management guide and video series:

Dan Woodruff of Woodruff Financial Planning in Colchester, Essex discusses the free Investment Management guide and video series, plus how this can help you manage your assets.