Woodruff Financial Planning is a group of financial planners and independent financial advisers based in Colchester, Essex that offers a different approach to financial planning and wealth management; they focus on so much more than just your finances.
FOR IMMEDIATE RELEASE
Colchester, Essex, 4 December 2021 — Life is easier when having a good financial system, and luckily, Woodruff Financial Planning helps you to reach your full potential, achieve your goals and live the life of your dreams.
Woodruff Financial Planning is a group of financial planners and independent financial advisers, based in Colchester, Essex. We offer a different approach to financial planning and wealth management and focus on so much more than just your finances. In the past, independent financial advisers have focused on financial products and bored their clients with the technical details of solutions that may not have been the best choice for their situation, but at Woodruff, they believe that you would rather hear about how to make your dreams and goals for the future a reality. That’s why they’d focus on your life before your money since their goal is to bring you prosperity, not products.
And now, in October of this year, they’ve published their latest model portfolio, which they use to create new client investments. The data shown is the investment performance of their actual model portfolios, which gives an indication of the past performance of these strategies, but will vary for individuals based on their own circumstances, the timing of their investments, withdrawals, tax, charges, and other individual factors. At future reviews, they compare your own funds to the current ideal model, to determine whether they recommend changes to your investments. And currently, the adventurous risk portfolio averaged a growth of 9.96% per year, over 5 years, before charges and taxes (cumulatively 60.78%).
In practice, the returns of your portfolio will depend on the timing of your investment, the actual funds selected, and the tax position. Therefore, these figures cannot be guaranteed and will prove to be different from the results shown. They have also assumed you will pay 1% charges for your investment wrapper and funds, plus our published advice fees. Again, the actual charges will depend on the solutions recommended to you. This shows the investment growth after all charges, but prior to tax and any withdrawals.
Their Prosper service is designed to help you gain complete clarity over your present and future financial positions, using their planning software to show how different scenarios will affect your long-term security. And by developing a comprehensive financial plan, they enable you to take control of your finances and focus on getting you to your goals as quickly as possible.
Among their top-quality services, with Woodruff Financial Planning you’ll be able to get help on inheritance, high-tax, divorce, and retirement issues. Solve all your injury doubts, start saving and let them give you the best option when it comes to selling your business.
The investment performance shown is prior to any investment charges, and tax, in Pounds Sterling, to 30th September 2021, and assumes that income is reinvested. These figures are not guaranteed to be repeated in any way, and capital invested can fall as well as rise. Past performance is not a prediction of future performance.
Woodruff Financial Planning is authorised and regulated by the Financial Conduct Authority.
For more information regarding these award-winning Independent Financial Advisers, visit https://www.woodruff-fp.co.uk/ and start taking control of your future today by booking a free consultation!
Name: Dan Woodruff
Organization: Woodruff Financial Planning
Address: Unit 5, Park Lane Business Centre, Park Lane, Langham, Colchester, Essex, CO4 5WR
Phone: 01206 919101