ACCOUNTANTS
Delivering you more value.

As independent financial advisers, we work closely with Accountants like you, providing specialist support and a proven award-winning service for your clients.

You want to know that the company that you are referring to is fully regulated, completely independent and has a proven track record of delivering outstanding value.

You are in safe hands, we are…

Award winning Certified Financial Planners (CFP)

Chartered Wealth Managers (Chartered MCSI)

Independent Financial advisers (IFAs)

To be awarded the above status we have demonstrated that we are a professional, ethical business who put the interests of our clients and professional partners first.

We are dedicated to growing our client’s wealth and providing the best possible service and unrivalled support.

 

We help in the following ways…  

HOW WE WORK

We can help with advice on many aspects of your client’s affairs such as tax efficienct investment planning,  Pension schemes and contributions.

ADDED VALUE

We offer regular workshops for our professional partners at their offices where we can help with different areas of mutual interest.

STRONGER TOGETHER

Benefit from joint marketing initiatives and widen your service offering while raising your client’s perceptions.

COMMUNICATION

We keep you in touch at every stage of the process – from when we make contact with your client, to regular progress reports, and updates on completion of work.

ONGOING SERVICE

We provide an ongoing service to all of our clients. This can lead to improved relationships with you as we can be in a great place to refer clients back to your services.

INNOVATION

We continue to innovate and improve our service delivery with features like interactive financial planning and personalised video reporting.
 

The benefits of working together…   

WE HELP YOUR CLIENTS WITH

 
  • Financial planning
  • Investment management
  • Pensions – Annual Allowance, Lifetime Allowance, Carry Forward,
  • Tax-efficient investments – Directors’ pensions, ISAs, VCTs, EISs
  • Selling a business
  • Capital gains tax within investments
  • Inheritance tax planning
  • Business property relief
  • Business protection

YOU HELP OUR CLIENTS WITH

 
  • Personal tax advice
  • Tax returns
  • Pension planning
  • Capital gains tax
  • Business taxation
  • Selling a business
  • Trust tax

Welcome to our Prosper service.

Our goal is to help you achieve your full potential using our award winning financial planning and wealth management services.

We believe that everybody deserves to live a secure and fulfilled life and this belief is what our Prosper service was built around.

The service focuses on three main areas… 

Independent Financial Advisers Colchester Essex - clarity

CLARITY

Our Prosper service is designed to help you gain complete clarity over your present and future financial positions. We use our planning software to show how different scenarios will affect your long-term security.

 

FOCUS

By developing a comprehensive Financial Plan, we enable you to take control of your finances and focus on getting you to your goals as quickly as possible.

 

FREEDOM

With a Financial Plan in place, you can sit back and relax, safe in the knowledge that your money is being looked after by regulated experts with a track record for growth and a genuine dedication to customer care.

 

 Click below to learn more about how our Prosper service works 

Independent Financial Advisers in Colchester, Essex - Prosper diamond logo
LEARN MORE ABOUT OUR PROSPER SERVICE

Selling a business case study video

THE PERSONAL FINANCE PORTAL

As part of the service your clients will receive, they will get access to the Personal Finance Portal.

This is a secure way for us to communicate with them.

 – Get up-to-date investment valuations –

– Receive and send messages –

– Store all their financial documents in one place –

– View and update their financial data –

– Access all this at any time –

OUR VIDEO FINANCIAL PLAN SERVICE

Your clients can watch their financial plan as a video, find out more below.

HOW DO WE MANAGE YOUR CLIENTS INVESTMENTS?

 

Read our Investment Philosophy guide

OUR VALUES
 

TRUST

Trust should be the cornerstone of your relationship with us.  We understand that your clients are important to you and you only want to recommend the best services. .

FAIRNESS

Our partnership is important to us and we make a commitment to act with fairness towards you at all times.

OPEN-MINDEDNESS

We don’t believe that we know it all, and are always open to new approaches and ideas.  This means that our services will change, adapt and improve over time.

INTEGRITY

We adhere to a strict moral code, and will never step outside of that.  You can be sure that we will uphold what is right at all times.

FAMILY

Our business is a family business and we place this at the core of our values.  We know the importance of cherishing and growing our partnerships.

CONSISTENCY

We feel that you want to know what to expect from us at all times, and we set up our client relationships on this basis.

TEAMWORK

We see our relationship with you as working in a team.  We will take responsibility for our side of the relationship, but we also need the same from you. Also, you should expect that our working style will mean that you come into contact with various members of our team, who are each there to cover your specific needs.
Talk to us today about partnering with us

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

LEARN MORE ABOUT US

Get your free mini guide on

How to Prosper when
Planning your Inheritance

This FREE Mini Guide is perfect for you if you are planning to help others benefit from your inheritance, and want to know how to save inheritance tax while ensuring you have a secure future.

 

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Got a Question? Call 01206 919101

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

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

A DIFFERENT APPROACH

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.

START HERE

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Chartered Fellow
Certified Financial Planner CFP
Chartered Wealth Manager