independent financial advisors in essex

As independent financial advisors in Essex, Willow Financial Planning are dedicated to providing tailored advice to the needs and goals of each and every client. We appreciate that you have worked hard to get to where you are and our highly experienced team will work just as hard to ensure that you continue to succeed. We pride ourselves in delivering unique solutions that are right for each individual person, both now and in the future.

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our philosophy to financial planning

At the heart of everything we do is a desire to offer financial advice and a service that clients value. We understand that the success of Willow Financial Planning is dependent on our ability to engage with a small number of clients and help them build the foundations of their financial independence. We provide a clear and impartial service that clients can trust, endorse and recommend.

find out what life may have in store for you

We all hear news of a friend or a relative who is off work for a few months, or has been diagnosed with a serious illness, or even worse – has unexpectedly died.
It’s shocking and all the more difficult to imagine it happening to us.
How likely is it that it could happen to you?
Have you wondered what would happen?
Are you prepared?
Take a few minutes and we can help you understand what the chances are and most importantly, what you can do to prepare.
Our risk vs reality check will provide you with useful information that will help put your mind at ease. You can discuss the results with any one of our highly qualified advisers.

risk calculator

independent financial advice tailored to you

Delivering unique financial solutions that are right for you, both now and in the future.

let’s talk

what our clients say

“You are a wonderfully unusual character, I appreciate your take on the world of finance and your approach to clients; unique.”

Vanessa, London

“Throughout the process you were unfailingly professional, answered all of my questions and were meticulous in profiling the correct option for me.”

Sam Bailey, Silver Compass Digital

“Stunningly old fashioned client driven service”

Peter, London

“Just back from abroad with work and wanted to say thank you very much for helping me with my remortgage. Very easy and smooth transaction.”

Liam

finding us

Southend Office
453 Southchurch Road,
Southend-on-Sea, Essex, SS1 2PH
Fax: 01702 442 180

Billericay Office
Unit 28, Barleylands,
Barleylands Road, Billericay, Essex, CM11 2UD

01702 667 315