Each month Financial Planner asks a leading planner to share best practice and how they built their firm. In this issue we talk to Dan Woodruff CFPCM who set up Woodruff Financial Planning in 2003 in Colchester, Essex.
Risk is defined differently by many people but understanding it goes to the root of most investment decision.
Platforms have gone from being optional to 'pivotal' for the profession, planners have told Financial Planner magazine for our latest quarterly survey.
Each month Financial Planner asks a leading planner to share best practice and how they and their colleagues built the firm.
Mr and Mrs Walker were a retired, wealthy couple, aged 76 and 78. They have one grown up daughter, Miss Walker who is not dependent on Mr and Mrs Walker but helps organises their finances.