Woodruff Financial Planning Limited

Reference number: 769227

Instant download

Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

In the full report: 3 background checks

  • When woodruff-fp.co.uk first appeared online, and whether it can receive email
  • What kind of line 01206 919101 is
  • Who else gives the postcode CO4 5WR
Instant PDF download

FCA permissions and consumer protection

  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Advise on or arrange mortgages FSCS may apply
    Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.
  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (9 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Advising on Pension Transfers and Pension Opt Outs
  • Advising on regulated mortgage contracts
  • Arranging (bringing about) deals in investments
  • Arranging (bringing about) regulated mortgage contracts
  • Credit Broking
  • Making arrangements with a view to regulated mortgage contracts
  • Making arrangements with a view to transactions in investments

FCA disciplinary action

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
10374052
Company status
Active
Company type
Private limited company
Incorporated
14 September 2016 (10 years old)
Registered office
Unit 16 Park Lane Business Centre, Park Lane, Langham, Colchester, Essex, CO4 5WR, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Daniel Anthony Woodruff Director Jan 1974 14 Sep 2016 None
Magali Woodruff Director Oct 1975 14 Sep 2016 None

In the full report: every company its directors have run

  • Confirmation that these 2 directors run no other company
Instant PDF download

Filed accounts and finances

Year to 31 March 2026Micro-entity accountsNot audited

Net assets

£45.2k

−4.4% from £47.3k

Employees (average)

4

Same as 4

Owed within a year

£65.7k

+57% from £41.9k

Assets and liabilities

In the full report: all 7 years of accounts

  • Every year from 2020 to 2026
  • The chart, over every year
  • Every filed figure, year by year
Instant PDF download
About these figures
Turnover
Money taken from sales in the year, before any costs.
Profit before tax
What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity
Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities
Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank
Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year
Debts and bills due in the next twelve months, and those due later.

There is no turnover or profit: small companies do not have to publish them.

Accounts filed at Companies House for company 10374052. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

Woodruff Financial Planning’s history from the FCA register and Companies House, newest first.

Key events (9) All events (14)

2024

10 June 2024

  • Daniel Anthony Woodruff stopped being a part-owner
  • Magali Woodruff stopped being a part-owner

Companies House

2017

1 June 2017

  • Regulated by the FCA from this date
  • FCA imposed a requirement (Firm to abide by Deed Poll regarding past business)
  • Became authorised by the FCA

FCA register

2016

14 September 2016

  • Incorporated at Companies House
  • Daniel Anthony Woodruff became a part-owner (25–50% of shares)
  • Daniel Anthony Woodruff gained significant control
  • Magali Woodruff became a part-owner (25–50% of shares)

Companies House

In the full report: all 14 events

  • All 14 events in its history (9 shown here)
  • Every director appointment and resignation: 2
Instant PDF download

Firms like Woodruff Financial Planning

Other firms of the same type (financial adviser), nearest first.

In Colchester

Affinia LimitedColchesterAuthorisedAjax Wealth Management LimitedColchesterAuthorisedArcaria Financial Solutions LtdColchesterAuthorisedAshworth Financial Planning LimitedColchesterAuthorisedBirkett Long IFA LLPColchesterAuthorisedBlue Square Financial LimitedColchesterAuthorised

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Woodruff Financial Planning

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • Every company its directors have run, named
  • 3 background checks on its contact details
  • 7 years of accounts, charted
  • All 14 events in its history

Instant PDF One-off payment Secure checkout by Stripe

Frequently asked questions about this firm

Is Woodruff Financial Planning Limited FCA authorised?
Yes, Woodruff Financial Planning Limited (FRN 769227) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since June 2017 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Woodruff Financial Planning’s phone number and website?
The FCA register lists the phone number 01206 919101 and the website woodruff-fp.co.uk for Woodruff Financial Planning. If you were given different contact details, use these to check with the firm before going any further.
Is Woodruff Financial Planning a scam or clone?
Woodruff Financial Planning is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Woodruff Financial Planning?
Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Woodruff Financial Planning to the Financial Ombudsman Service, free of charge.
Who owns Woodruff Financial Planning?
Companies House lists 2 people with significant control of Woodruff Financial Planning: Mrs Magali Woodruff (25–50% of shares) and Daniel Anthony Woodruff (significant influence or control). Before that, it was controlled by Mr Daniel Anthony Woodruff.
Who runs Woodruff Financial Planning?
Companies House lists 2 directors of Woodruff Financial Planning: Daniel Anthony Woodruff and Magali Woodruff.
How long has Woodruff Financial Planning been in business?
The company was formed on 14 September 2016, and has held its current FCA authorisation since June 2017.
What do Woodruff Financial Planning’s latest accounts show?
Its latest accounts, to 31 March 2026, show net assets of £45.2k (−4.4% from £47.3k).

Sources and links

The full report on Woodruff Financial Planning Limited

£19.99 · Instant PDF download

Loading secure checkout…