DAN WOODRUFF AWARDED
CHARTERED FELLOW STATUS
WITH THE CISI
Chartered Fellow Status
We 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.
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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.