Illness or personal injury? We can help you Prosper.
You or a family member have developed an illness or suffered a serious personal injury and are looking to fully understand the implications this may have on your financial future. Your income may be affected and you may wish to ensure you have enough money, no matter what happens.
You may be concerned about future care needs and require financial advice on the best way to invest possible pay-outs. Above all you will have a need to feel secure and in control in what is an extremely difficult time.
“I have total confidence in Woodruff Financial Planning and I’m glad they are at hand whenever I need advice.”
Paul Howes
Knowing that your future financial security is in safe hands and your wealth is growing will give you the peace of mind to get on with living your life and enjoying those moments that really matter to you.
FINANCIAL PLANNING
If you have received a large amount you will want to maximise the difference this money has on your life. We will help you to get clarity on what you want your future to look like and can provide a financial plan to make those dreams a reality. Our planning software can also help you decide how much you can spend without the risk of running out of money.
PROTECTING YOUR EXISTING BENEFITS
If you are receiving a compensation payment this should not mean you lose any existing benefits. By legally ringfencing the money in a personal injury trust you can assure that the money is not taken into account when you are assessed for means-tested state benefits. We can help you maximise your financial future.
MAXIMISING YOUR COMPENSATION
With your 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. In managing your investments, we use proven strategies to deliver predictable results with minimum risk.
EXPERIENCE THE FREEDOM OF KNOWING YOU ARE FINANCIALLY SECURE, NO MATTER WHAT.
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…
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
What do our clients have to say about us?
PROFESSIONALISM WITH AN APPROACHABLE STYLE
“When you’re looking to secure your family’s future in case the worst should happen its important to work with a Financial Adviser in who you have a high level of both confidence and trust. I approached Woodruff Financial Planning to help me with some life and critical illness cover. Their detailed knowledge of the subject was clearly evident from our first meeting and they dealt with my subsequent applications from start to finish in a thorough, efficient and effective way. They combine professionalism with an approachable style, they’re straightforward and easy to talk with. Thoroughly recommended.”
Robbie Stepney
"Clear and constructive advice tailored and flexible to our needs and requirements."
"You keep in regular contact, and communicate well."
"You make us feel valued."
"You take the time to understand the client."
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of our clients say our advice is easy to understand
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of our clients say they get value from our service
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of our clients say we care about their needs
%
of our clients say they are "extremely happy" or "very happy" with our service
%
of our clients would recommend us to a friend
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of our clients say they trust us to look after their best interests
Illness and personal injury case study video
OUR PROCESS
Designed with you in mind.
The discovery meeting allows us to find out about you and also helps you to decide if you want to work with us. We ask a series of questions to understand what’s important to you, and what your primary goals are for the future. We use visualisations to explain the Financial Planning process so you can evaluate how it could benefit you. We send you a Service Proposal to explore the issues from this meeting and explain how our service will work for you.
In the fact find meeting we gather the data we need to understand your finances. We conduct a comprehensive data analysis of your income, expenses, assets, and liabilities, so we can examine current and future spending patterns. We need comprehensive details to fully evaluate your position so we can plan for your future. We help you to make sense of your money and fill in any gaps in your data. We will follow up with further queries to your product providers.
Your financial plan examines your current finances, based on reasonable assumptions about the future. We assess possible gaps in your planning you might not consider, so you can be in a more secure position. We compare the current position with different scenarios, so you will immediately see the benefits of any improvements we have recommended. This is a highly collaborative and interactive stage and puts you at the centre of your financial decisions.
Your financial plan will give you a series of recommendations to improve your financial security, and also work towards a better lifestyle. With a clear financial plan in place to achieve your goals, we can implement an investment management portfolio or arrange any appropriate financial products to meet any needs we identify. We'll do the administration so you can sit back and relax as we work hard to help you achieve the life of your dreams.
REVIEWING YOUR PLAN
You will receive regular contact from us with investment valuations every 3 months (although you also get access to our portal for daily valuations if you prefer). You will be offered at least one annual meeting to review your Financial Plan and investment portfolio, making the necessary adjustments for your current circumstances so that you remain on track to achieve your goals. We'll also update you with tax data, and make sure you use tax allowances as early as possible for maximum benefit.
Read what our clients think of our service...
See what sets us apart from other independent financial advisers...
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.
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