Investment Management – How it works
The first meeting is completely free, and you are under no obligation to us. We will meet with you at our modern, air conditioned office in Colchester, Essex. There is ample parking on site.
We start by looking at the big picture. We ask you some carefully crafted questions designed to get to the heart of what is important to you and how we can help you manage your assets better. This meeting will help us work out your biggest investment priorities – whether that is security, better understanding of your investments, avoiding costly mistakes or something else.
Getting the detail
We need to gather the data necessary to understand your current investment situation. This enables us to build a comprehensive picture of where your investments are headed.
Analysis of your current portfolio
We analyse your current investment portfolio to work out whether you are meeting the goals identified. You get a short report which helps you understand your current investments. Included in this are recommendations for action in certain areas to help you to make more money, or protect your position. This is based on proven strategies and expert analysis, using our Investment Philosophy and research methodology.
Reviews and Updates
Your investments are monitored by regular reviews and meetings. We will schedule a formal review at least annually, and keep you up to date by sending you quarterly investment valuations.
What our clients say
“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.” Read more testimonials.
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 discusses the free Investment Management guide and video series, plus how this can help you manage your assets.