Delivering you and your clients more value.


We are multi-award winning, completely independent financial advisers based in Colchester, Essex – offering a different approach to financial planning and wealth management.

Focussing on so much more than just your client’s finances, we aim to help them reach their full potential, achieve their goals and live the life of their dreams.

All of this is via our new service Prosper.

Please choose from one of the categories below to see why we would be the right fit for you. 

 Click below to learn more about how our Prosper service works 

Independent Financial Advisers in Colchester, Essex - Prosper diamond logo

Take a look at what our clients have to say about us…

See what sets us apart from other independent financial advisers...

Dan Woodruff. Certified Financial Planner and Chartered Wealth Manager, Colchester, Essex

Unit 5, Park Lane Business Centre, Park Lane, Langham, Colchester, Essex CO4 5WR


We focus on so much more than just your financial planning. We aim to help you reach your full potential, achieve your goals and help you live the life of your dreams.

Click below and discover our Prosper service.

Chartered Fellow
Certified Financial Planner CFP
Chartered Wealth Manager