Chartered Fellow Status

Chartered Fellow CISI

Woodruff Financial Planning Dan WoodruffWe are delighted to report that Dan Woodruff has been awarded the status of Chartered Fellow with the Chartered Institute of Securities and Investment (CISI). This is the highest status available to Financial Planners with the CISI, and reflects years of experience and professionalism.

Dan is a member of the CISI as his professional body at this institute sets rigorous standards for Financial Planners. The Chartered Fellow status is awarded to those who have met demanding requirements of professionalism, qualifications, experience, and ethical standards.

This status sits alongside his other qualifications such as the Certified Financial Planner award (CFP®) and the Chartered Wealth Manager designation. Dan also holds the Diploma in Financial Planning from the Chartered Insurance Institute, as well as a Degree in Law from Cardiff University, and postgraduate qualification in Legal Practice from Nottingham Trent University.

Read more about Dan Woodruff

The 7 Figures Plan book by Dan Woodruff

Do you require a simple system to achieve clarity in your finances?

 Focus on the 7 most important figures necessary to create your own basic financial plan.

Discover a straightforward way to eliminate the clutter in your financial life to gain clarity on what is actually important with your money.

About Dan Woodruff

About Dan Woodruff

Certified Financial Planner & Chartered Wealth Manager at Woodruff Financial Planning

Financial Planning helps you to navigate and anticipate significant life changes. I want to help you to ensure your money is managed wisely to give you the financial security that will fund the future and lifestyle that is important to you.