About Willow Financial Planning

I try to make the complications of financial affairs as simple as possible and do my best to work collaboratively with you to ensure you are positioned to get the best out of your financial life in all areas of financial planning.
I am a passionate adviser and have been in the financial services industry since 2007. I truly believe in holistic financial planning, whilst perfectly capable and able to advise on individual plans and investments its only when they are combined with the overall financial situation and married to your own personal aims and objectives that financial advice adds real benefit and value.To support this I undertake cash flow forecasting to establish if you are on track to meet your financial goals. If not we try to make remedial steps to get you back on track!
Pensions & retirement:

  • Pensions & retirement planning

  • Financial planning:
  • Wealth management

  • Investments:
  • Investing for income

  • Insurance & protection:
  • Life insurance
  • Critical illness
  • Income protection insurance

  • Tax & trust planning:
  • Income tax
  • Estate planning
  • Capital gains tax
  • Taxation planning

  • Savings:
  • Lump sum
  • Regular savings
  • Savings for children
  • School fees planning

  • Business:
  • Employee benefits
  • Corporate pension
  • Group pensions
  • Group life insurance
  • Group income protection
  • Group critical illness
  • Group protection

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