I first came to Woodruff Financial Planning on a recommendation in 2008, and have never regretted doing so. After years of believing I should be capable of managing my investments myself I eventually started handing them over piecemeal to the firm, gaining confidence with each handover. Instead of losing control of my affairs, I now find that with our annual meetings, quarterly reports and regular phone calls I have a much better understanding of my finances and investments and am always encouraged to be as involved in decisions as I choose to be. And best of all, when I don’t want to be bothered with thinking about them, Dan understands and based on his detailed knowledge of my affairs and attitudes to risk, makes excellent decisions on my behalf.

Gill Wood

” This outstanding company has demonstrated a thorough and rigorous approach to its customer service policy and practice. Punching above its weight, this small team delivers an excellent level of service, every time, in all things and to the highest professional standards. They truly listen to the needs of their clients, always keeping them informed and adjusting their own practices and offerings to suit the clients’ needs. Supreme attention is paid to all systems and processes, striving for accuracy and efficiency. Constant improvement and ‘small changes every day’ is key to the company’s success and its high level of client satisfaction and referrals.”

Judges - Colchester Business Awards - Excellent Customer Service