Independent Financial Advisors

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willow financial planning
willow financial planning

How can we help you?

At the heart of everything we do is a desire to offer financial advice and a service that clients value. We provide a clear and impartial service that clients can trust, endorse and recommend.

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Investment
Protection
Retirement
Mortgages

Protecting your
family & future generations.

Protecting your family & future.

Life insurance is essential to help ensure that your families future is protected & any remaining
family or dependants have their continued financial resources.

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Experienced

Our highly experienced team will work just as hard to ensure you continue to succeed.

Collaborative

At the heart of everything we do is a desire to offer a service that clients value.

Professional

We offer technical expertise, reliability, efficiency and a bit of imagination.

Why work with Willow Financial Planning?

We offer technical expertise, reliability, efficiency and a bit of imagination. Our approach is different to that of other, traditional advisory firms. We work hard to deliver a service that is tailored to each client’s personal objectives. Our experience, resources and expertise enable us offer every client a truly bespoke planning solution.

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Meet Our Team

Aaron Mears

Director

Charlotte Pranjivan

Director

Paul Stafford

Director

James Hodges

Senior Adviser

John Haley

Senior Adviser

Rob Lyon

Senior Adviser

Jeff Carter

Senior Adviser

Adrian Clayfield

Senior Adviser

Daniel Jeffreys

Senior Adviser

Tony Whish 

Mortgage and Protection Adviser

Gordon Weller

Mortgage and Protection Adviser

Jasmine Williams

Para Planner

Beth Hartland

Para Planner

Chloe Harman

Administrator

Megan Haley

Administrator

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