About Willow Financial Planning Limited

We offer first class, comprehensive advice in all areas of financial planning for both individuals and companies alike.We work on a fee basis. All costs and options will be discussed at your first meeting which be free of charge and without obligation.
Daniel joined Willow Financial Planning Limited, a Chartered Financial Planners, in June 2023. Prior to this he worked at another highly regarded IFA practice in Essex for over 6 years and previous to that he ran his own successful IFA practice for just over 16 years. In all Daniel has 40+ years experience in both international and domestic financial services. From individual investors looking for guidance through the maze of investment options available to employers looking to put in place the best possible benefits for their employees, no issue is to small or task to big.
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
  • National savings
  • School fees planning

  • Business:
  • Employee benefits
  • Corporate pension
  • Group pensions
  • Group life insurance
  • Group income protection
  • Group risk
  • Group critical illness
  • Group private medical insurance
  • Group protection
  • Group ISA

  • :
  • Long term care

  • Mortgages:
  • Buy my next home
  • Remortgage
  • Self employed
  • Flexible

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