who are willow financial planning
At the heart of everything we do is a desire to offer 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.
where we differ
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. Our values are built upon the highest professional standards and advice from highly qualified advisors.
technical expertise, reliability, efficiency and a bit of imagination
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.”
“Throughout the process you were unfailingly professional, answered all of my questions and were meticulous in profiling the correct option for me.”
“Stunningly old fashioned client driven service”
“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.”
453 Southchurch Road,
Southend-on-Sea, Essex, SS1 2PH
Tel: 01702 667 315 | Fax: 01702 442 180
Unit 28, Barleylands,
Barleylands Road, Billericay, Essex, CM11 2UD
Tel: 01277 886 598