�ݺ�ߣshows by User: danwoodruff

�ݺ�ߣshows by User: danwoodruff / http://www.slideshare.net/images/logo.gif �ݺ�ߣshows by User: danwoodruff / Fri, 21 Jan 2011 04:57:49 GMT �ݺ�ߣShare feed for �ݺ�ߣshows by User: danwoodruff Trustee investment /slideshow/trustee-investment/6650397 wrtrusteeinvestment-110121045755-phpapp01
Case study on how we developed a comprehensive financial plan for a trust, which satisfied the trustees’ need to diversify assets and look after the interests of the beneficiaries in a tax efficient manner.]]>
Case study on how we developed a comprehensive financial plan for a trust, which satisfied the trustees’ need to diversify assets and look after the interests of the beneficiaries in a tax efficient manner.]]> Fri, 21 Jan 2011 04:57:49 GMT /slideshow/trustee-investment/6650397 danwoodruff@slideshare.net(danwoodruff) Trustee investment danwoodruff Case study on how we developed a comprehensive financial plan for a trust, which satisfied the trustees’ need to diversify assets and look after the interests of the beneficiaries in a tax efficient manner. <img style="border:1px solid #C3E6D8;float:right;" alt="" src="https://cdn.slidesharecdn.com/ss_thumbnails/wrtrusteeinvestment-110121045755-phpapp01-thumbnail.jpg?width=120&height=120&fit=bounds" /> Case study on how we developed a comprehensive financial plan for a trust, which satisfied the trustees’ need to diversify assets and look after the interests of the beneficiaries in a tax efficient manner.

Trustee investment from Dan Woodruff

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0 Sudden illness case study /slideshow/wr-sudden-illness/6650396 wrsuddenillness-110121045739-phpapp01
Case study on how we helped a couple deal with the implications of a serious illness to the husband. We saw them through the process of re-assessing their financial situation, making claims to various insurance companies and putting their future finances on a secure footing.]]>
Case study on how we helped a couple deal with the implications of a serious illness to the husband. We saw them through the process of re-assessing their financial situation, making claims to various insurance companies and putting their future finances on a secure footing.]]> Fri, 21 Jan 2011 04:57:37 GMT /slideshow/wr-sudden-illness/6650396 danwoodruff@slideshare.net(danwoodruff) Sudden illness case study danwoodruff Case study on how we helped a couple deal with the implications of a serious illness to the husband. We saw them through the process of re-assessing their financial situation, making claims to various insurance companies and putting their future finances on a secure footing. <img style="border:1px solid #C3E6D8;float:right;" alt="" src="https://cdn.slidesharecdn.com/ss_thumbnails/wrsuddenillness-110121045739-phpapp01-thumbnail.jpg?width=120&height=120&fit=bounds" /> Case study on how we helped a couple deal with the implications of a serious illness to the husband. We saw them through the process of re-assessing their financial situation, making claims to various insurance companies and putting their future finances on a secure footing.

Sudden illness case study from Dan Woodruff

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0 Pre-retirement case study /slideshow/wr-pre-retirement/6650394 wrpreretirement-110121045729-phpapp02
Case study on how we helped a couple to work out whether they could retire early based on their accumulated pensions and savings. We did this by developing comprehensive financial plan based around their resources now and into the future, taking as little risk as possible.]]>
Case study on how we helped a couple to work out whether they could retire early based on their accumulated pensions and savings. We did this by developing comprehensive financial plan based around their resources now and into the future, taking as little risk as possible.]]> Fri, 21 Jan 2011 04:57:24 GMT /slideshow/wr-pre-retirement/6650394 danwoodruff@slideshare.net(danwoodruff) Pre-retirement case study danwoodruff Case study on how we helped a couple to work out whether they could retire early based on their accumulated pensions and savings. We did this by developing comprehensive financial plan based around their resources now and into the future, taking as little risk as possible. <img style="border:1px solid #C3E6D8;float:right;" alt="" src="https://cdn.slidesharecdn.com/ss_thumbnails/wrpreretirement-110121045729-phpapp02-thumbnail.jpg?width=120&height=120&fit=bounds" /> Case study on how we helped a couple to work out whether they could retire early based on their accumulated pensions and savings. We did this by developing comprehensive financial plan based around their resources now and into the future, taking as little risk as possible.

Pre-retirement case study from Dan Woodruff

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0 Post retirement case study /slideshow/wr-post-retirement/6650392 wrpostretirement-110121045717-phpapp02
Case study on how we helped a retired executive who needed to work out whether he had enough put aside to continue with his lifestyle in retirement and also whether he could afford to purchase a property abroad. By creating a comprehensive financial plan we were able to show him that he had enough accumulated to afford to fund his lifestyle and buy the property. We also helped him to simplify his financial affairs.]]>
Case study on how we helped a retired executive who needed to work out whether he had enough put aside to continue with his lifestyle in retirement and also whether he could afford to purchase a property abroad. By creating a comprehensive financial plan we were able to show him that he had enough accumulated to afford to fund his lifestyle and buy the property. We also helped him to simplify his financial affairs.]]> Fri, 21 Jan 2011 04:57:12 GMT /slideshow/wr-post-retirement/6650392 danwoodruff@slideshare.net(danwoodruff) Post retirement case study danwoodruff Case study on how we helped a retired executive who needed to work out whether he had enough put aside to continue with his lifestyle in retirement and also whether he could afford to purchase a property abroad. By creating a comprehensive financial plan we were able to show him that he had enough accumulated to afford to fund his lifestyle and buy the property. We also helped him to simplify his financial affairs. <img style="border:1px solid #C3E6D8;float:right;" alt="" src="https://cdn.slidesharecdn.com/ss_thumbnails/wrpostretirement-110121045717-phpapp02-thumbnail.jpg?width=120&height=120&fit=bounds" /> Case study on how we helped a retired executive who needed to work out whether he had enough put aside to continue with his lifestyle in retirement and also whether he could afford to purchase a property abroad. By creating a comprehensive financial plan we were able to show him that he had enough accumulated to afford to fund his lifestyle and buy the property. We also helped him to simplify his financial affairs.

Post retirement case study from Dan Woodruff

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0 Pensions and divorce case study /slideshow/wr-pensionsand-divorce/6650391 wrpensionsanddivorce-110121045659-phpapp02
Case study on how we advised a client on the rights to her spouse’s pensions on divorce and then built these assets into a comprehensive financial plan which enabled her to achieve her long-term goals.]]>
Case study on how we advised a client on the rights to her spouse’s pensions on divorce and then built these assets into a comprehensive financial plan which enabled her to achieve her long-term goals.]]> Fri, 21 Jan 2011 04:56:57 GMT /slideshow/wr-pensionsand-divorce/6650391 danwoodruff@slideshare.net(danwoodruff) Pensions and divorce case study danwoodruff Case study on how we advised a client on the rights to her spouse’s pensions on divorce and then built these assets into a comprehensive financial plan which enabled her to achieve her long-term goals. <img style="border:1px solid #C3E6D8;float:right;" alt="" src="https://cdn.slidesharecdn.com/ss_thumbnails/wrpensionsanddivorce-110121045659-phpapp02-thumbnail.jpg?width=120&height=120&fit=bounds" /> Case study on how we advised a client on the rights to her spouse’s pensions on divorce and then built these assets into a comprehensive financial plan which enabled her to achieve her long-term goals.

Pensions and divorce case study from Dan Woodruff

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0 Business sale case study /slideshow/wr-business-sale/6650388 wrbusinesssale-110121045636-phpapp02
Case study on how we helped a business couple to prepare their business for sale so that they could stop working and start doing the things they really wanted to do with their lives. As part of the process we helped them understand how much money would be needed to fund their desired lifestyle without ever running out of money.]]>
Case study on how we helped a business couple to prepare their business for sale so that they could stop working and start doing the things they really wanted to do with their lives. As part of the process we helped them understand how much money would be needed to fund their desired lifestyle without ever running out of money.]]> Fri, 21 Jan 2011 04:56:30 GMT /slideshow/wr-business-sale/6650388 danwoodruff@slideshare.net(danwoodruff) Business sale case study danwoodruff Case study on how we helped a business couple to prepare their business for sale so that they could stop working and start doing the things they really wanted to do with their lives. As part of the process we helped them understand how much money would be needed to fund their desired lifestyle without ever running out of money. <img style="border:1px solid #C3E6D8;float:right;" alt="" src="https://cdn.slidesharecdn.com/ss_thumbnails/wrbusinesssale-110121045636-phpapp02-thumbnail.jpg?width=120&height=120&fit=bounds" /> Case study on how we helped a business couple to prepare their business for sale so that they could stop working and start doing the things they really wanted to do with their lives. As part of the process we helped them understand how much money would be needed to fund their desired lifestyle without ever running out of money.

Business sale case study from Dan Woodruff

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0 https://cdn.slidesharecdn.com/profile-photo-danwoodruff-48x48.jpg?cb=1522855571 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) https://cdn.slidesharecdn.com/ss_thumbnails/wrtrusteeinvestment-110121045755-phpapp01-thumbnail.jpg?width=320&height=320&fit=bounds slideshow/trustee-investment/6650397 Trustee investment https://cdn.slidesharecdn.com/ss_thumbnails/wrsuddenillness-110121045739-phpapp01-thumbnail.jpg?width=320&height=320&fit=bounds slideshow/wr-sudden-illness/6650396 Sudden illness case study https://cdn.slidesharecdn.com/ss_thumbnails/wrpreretirement-110121045729-phpapp02-thumbnail.jpg?width=320&height=320&fit=bounds slideshow/wr-pre-retirement/6650394 Pre-retirement case study