Receiving an inheritance? We can help you Prosper.
You are receiving an inheritance, which is a significant sum, and are looking for professional help to manage your new-found wealth. You may not have had experience in managing this amount of money previously and will be looking to maximise its potential and secure your financial future.
You could have plans to invest the money, pay off your existing mortgage, purchase a second home or help out a family member. Above all, one of your main priorities will be ensuring that you will have enough to accommodate your future lifestyle and make sure that the money is used in an important and meaningful way.
“Woodruff Financial Planning are an experienced firm that place much importance on customer care.”
Cyril Thomas
WE CAN HELP YOU MAXIMISE
THIS UNIQUE OPPORTUNITY
Our Prosper service will help you to get clarity on your long term goals and to focus on how to make the most of your new-found wealth.
MAXIMISING YOUR INHERITANCE?
It may be tempting to spend the money on something that will have no lasting impact, like a new car or a dream holiday. We can show you how investing the money in the right way can keep on making a positive and meaningful difference to your life for many years to come.
WHAT MATTERS MOST
Our Prosper service provides you with clarity on your financial position which gives you a better perspective on what is of the most importance to you. Until you have this clearly defined it is difficult to start focussing on what goals you want to acheive and crafting a plan of how you are going to get there.
INVESTING TO BOOST YOUR INCOME
It may suit your current position to use this windfall as an opportunity to boost your existing income. We can help you to invest the money in the most appropriate way so that you can ensure that your financial future is secure and you have the confidence of knowing that you will always have enough no matter what happens.
EXPLORING YOUR OPTIONS
Using our planning software we can explore the long-term effects of any number of different scenarios. This real-time view of the consequences of possible choices you may make is invaluable as a tool to help you understand how best to use your new found wealth.
MAKING THE RIGHT DECISIONS
You may be faced with a number of different scenarios and would benefit greatly from the advice of proven experts who are experienced in dealing with the often complicated process of managing and distributing a persons estate. We can make sure you make the right decisions at the right time.
GROWING YOUR WEALTH
We will manage your investments so that you can sit back and watch your wealth grow, safe in the knowledge that your assets are generating your desired income and your money is being looked after by regulated experts with a proven track record for growth.
Once you realise that you are financially secure, you can get on with enjoying your life and planning your wonderful future.
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?
THE SERVICE WAS EXCEPTIONAL
“We found working with Woodruff Financial Planning very straightforward. Dan delivered exactly what we expected and ensured there was nothing that we did not understand along the way. The service was exceptional and we were given an in depth insight into our situation and options. I would not hesitate to recommend Woodruff Financial Planning in the future.”
Paul and Angela Mitchell
“You keep things simple, explain things clearly, and do not use jargon.”
“You are always on hand to answer questions promptly.”
“You have a personalised and very knowledgeable service. We trust your advice.”
“It is good to be able to speak to someone rather than an impersonal approach.”
%
of our clients say our advice is easy to understand
%
of our clients say they trust us to look after their best interests
%
of our clients say we are responsive to their questions
%
of our clients say we care about their needs
%
of our clients would recommend us to a friend
%
of our clients say they get value from our service
“You keep things simple, explain things clearly, and do not use jargon.”
“You are always on hand to answer questions promptly.”
“You have a personalised and very knowledgeable service. We trust your advice.”
“It is good to be able to speak to someone rather than an impersonal approach.”
%
of our clients say our advice is easy to understand
%
of our clients say they trust us to look after their best interests
%
of our clients say we are responsive to their questions
%
of our clients say we care about their needs
%
of our clients would recommend us to a friend
%
of our clients say they get value from our service
Receiving Inheritance 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.
Get your free mini guide on
How to Prosper when
Receiving an Inheritance
This FREE Mini Guide is perfect for you if you are receiving an inheritance, and want to know whether your finances have a secure future.
Want your free mini guide?
Fill out the form below
Got a Question? Call 01206 919101
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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.
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