About Dan Woodruff FCSI CFP
Dan Woodruff is a Fellow of the Chartered Institute of Securities and Investment (CISI). He is a Certified Financial Planner (CFP) and Chartered Wealth Manager. He also holds the Diploma in Financial Planning from the Chartered Insurance Institute (CII). He holds a degree in Law and Politics (LLB) from Cardiff University and the Diploma in Legal Practice from Nottingham Trent University.
Dan is a keen tennis player, and he is the Vice-Captain of a tennis team, which plays in the Colchester doubles league. He enjoys amateur astronomy together with his daughter, and they are members of the North Essex Astronomical Society as well as Cambridge Astronomical Association. Dan has regular involvement in the local community via roles in Colchester Round Table, and now Colchester 41 Club where he holds the position of Secretary.
Awards
Dan was the Winner of the David Norton award from the CISI, in 2020.
Author
Dan is the author of the financial planning book: The 7 Figures Plan (see below).
Specialisms
Dan specialises in working with Business Owners, High Income professionals, trustees, and inheritance tax planning.
Media
Dan is a regular contributor to financial publications as well as BBC Essex radio. See our media page for further details.
Articles
External links
Find Dan Woodruff on the Financial Conduct Authority Register.
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Author name: Dan Woodruff FCSI CFP
Certified Financial Planner & Chartered Wealth Manager at Woodruff Financial Planning
Dan Woodruff is a Fellow of the Chartered Institute of Securities and Investment (CISI) and winner of the David Norton Award from the CISI. He is a Certified Financial Planner and Chartered Wealth Manager. He is the author of the financial planning book, the 7 Figures Plan. He is a regular contributor to financial contributions and appears on BBC Essex to discuss money matters. He founded Woodruff Financial Planning to provide independent, specialist advice to business owners and high income professionals in Essex and beyond. See his profile page.