Dan Woodruff
6 SlideShares 13 Followers
Personal Information
Organization / Workplace
Colchester, Essex
Occupation
Certified Financial Planner and Independent Financial Adviser (IFA)
About
Now married to Magali. We've been together for over 13 years, but got married in June 2007. Our first child (Olivia) was born in April 2008 (see photos)! Running my own business now for about 8 years. This time next year Rodders... I am a Certified Financial Planner (CFP) and Independent Financial Adviser (IFA)
Tags
financial planning retirement pensions business owner exit strategy business sale inheritance tax pension sharing divorce port retirement pension critical illness sudden illness sudden wealth investment inheritance private client case study trustee investment solicitor trust will
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Documents

(6)
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Business sale case study

13 years ago • 166 Views

Pensions and divorce case study

13 years ago • 176 Views

Post retirement case study

13 years ago • 127 Views

Pre-retirement case study

13 years ago • 157 Views

Sudden illness case study

13 years ago • 175 Views

Trustee investment

13 years ago • 116 Views
Personal Information
Organization / Workplace
Colchester, Essex
Occupation
Certified Financial Planner and Independent Financial Adviser (IFA)
About
Now married to Magali. We've been together for over 13 years, but got married in June 2007. Our first child (Olivia) was born in April 2008 (see photos)! Running my own business now for about 8 years. This time next year Rodders... I am a Certified Financial Planner (CFP) and Independent Financial Adviser (IFA)
Tags
financial planning retirement pensions business owner exit strategy business sale inheritance tax pension sharing divorce port retirement pension critical illness sudden illness sudden wealth investment inheritance private client case study trustee investment solicitor trust will
See more