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.

Aaron MearsM.D - APFS Certs CII (MP & ER)

I have worked in the financial services industry since 1990, gaining extensive experience working for one of Europe’s largest asset managers. Having started my career providing technical support to advisers, I fulfilled my ambition to join a small advisory firm in 2005.

Rob LyonSenior Advisor - Adv DipFA Chartered ALIBF

Having spent 10 years as a Primary School teacher I opted for a career change and joined the financial services Industry in 1997. Since then I have enjoyed the experience of working with a range of clients assisting them achieving their variety of personal goals and objectives.

James HodgesSenior Advisor - BSc (Hons) Dip PFS

I have worked within Financial services for nearly 12 years when in 2007 i joined AXA working out of the local Chelmsford Office. For that time I worked for one of the world’s largest product providers providing technical advice and assistance to many IFA’s. The job was extremely varied and gave me great exposure to many different elements of financial services from Pension planning to IHT planning to tax and trust and investments.
James Hodges on VouchedFor

Jeff CarterSenior Adviser - DIP PFS

Originally having worked within the Pharmaceutical and Medical Industry; upon commencing my career within the financial services industry over 20 years ago I built a Specialist Financial Advisory Practice predominately, though not exclusively for members of the medical profession, offering the full range of financial planning solutions. My specialist subject is therefore the NHS Superannuation Scheme.

Robert BrudenellSenior Adviser

I have been advising clients for many years and thoroughly enjoy this role. The advice landscape has changed dramatically in recent times; I have joined Willow Financial Planning Ltd as they have an eye both on the future and making sure that existing clients get the best levels of service on offer. I am a technician at heart and one of the attractive features of this business is their attention to detail and specialism. The team and I never rest on our laurels and are always looking for new ways to improve the quality of the support we offer.

Paul StaffordConsultant

I have worked alongside the team at Willow for more years than I care to remember. As an accountant it has been extremely useful to offer their services to my own clients as well as offer advice to the business. I help Aaron and the team run a tight ship and develop into new areas of advice.

John Haley MSc, CFP, FPFSChartered Financial Planner, Chartered FCSI

I began working in financial services in 1990 for Sun Life Assurance Society, as a bright eyed and bushy tailed school leaver. Since that time I’ve performed various roles, all working closely with financial advisers and the provision of advice. Between 2006 and 2018 I ran workshops and seminars for financial advisers, helping them to ensure they were up to date with legislative changes that presented potential threats as well as opportunities for their existing clients. One of my customers was Willow Financial Planning and the rest, as they say, is history.

Tony Whish CeMapMortgage and Protection Adviser

I have worked in the financial services industry since 2008, I have extensive experience within the mortgage market and have worked through the most difficult lending periods of recent times. Since working with Willow Financial Planning I have enjoyed supporting the clients and associates of the firm. When dealing with mortgages, we appreciate how very important it is to make sure that everything happens in a timely and efficient manner.

Karen SharpeMortgage and Protection Adviser - CeMap, RER

I have worked within the Financial Services Industry for 20 years, originally as a Practice Manager within the Medical Field and then and I qualified in 2003 as a Mortgage and Protection Adviser, the mortgage industry has changed greatly over the years and I am very happy to sit down and chat with Clients to improve their understanding. Over the recent years the need for later life advice has increased greatly and therefore in 2015 I qualified as an Equity Release adviser to enable myself to guide Clients through this process.

Charlotte PranjivanOffice Manager

I started working for a small IFA firm in 2001 without any previous knowledge of the industry. At that time I was involved in every aspect of the company’s business and supported the firm as it grew from a small office with just 2 advisers to a firm with over 12 full-time staff.

Jasmine WilliamsPara Planner

I have extensive experience in dealing with customers and am dedicated to ensuring they receive a first class service. My main duties are to ensure the efficient running of the office. I am also taking relevant professional qualifications and aim to support the company’s advisors.

Beth HartlandPara Planner

I have worked with this team for nearly six years now. I have gained some great experience in that time and have a broad range of industry knowledge. I’m not the biggest fan of exams, however I have passed R01 and CF8. We are now working towards my taking even more exams in the future. I really enjoy my work, wouldn’t be anywhere else.

Chloe HarmanAdministrator

I am the newest member of the team. I help everyone with everything and really enjoy all aspects of the role. I’m here to take your queries; see that they are dealt with and help the team keep on top of the work. It’s a really busy office and there is always plenty to do.

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.”

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