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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

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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