Later Life Financial Planning in Essex

Planning for later life brings its own unique challenges, and Willow Financial Planning offers expert later life financial planning services tailored for clients across Essex. We support you through important decisions about mortgages, retirement income, long-term care funding, equity release options, and estate protection to ensure your financial security.

Our advisers in Southend understand the nuances involved with later life finances, including pension drawdown strategies, government benefits, and planning for potential care home costs. We work closely with you to create a plan that balances your immediate needs with protecting your legacy for loved ones.

We take a compassionate, personalised approach that respects your wishes and financial circumstances, helping you feel confident in your choices.

Willow Financial Planning is committed to providing clear advice that empowers you to manage your finances effectively through retirement and beyond, helping you maintain independence and peace of mind in later life. Our approachable team here at Willow are only ever a click or call away, so please do not hesitate to get in touch and find out how we can help: 01702 667315