corporate advice essex

As with individuals, companies and business owners have specific financial planning needs. Willow Financial Planning provide specialist corporate advice.

corporate activity

We assist professional advisers in:

  • Analysing employee benefit arrangements including, for example, future liability from auto enrolment

  • Securing suitable insurances, such as life assurance, temporary transactional key person, and loan or income protection

  • Identifying special, legislative and financial risk in, for example, defined benefit schemes, defined contribution occupational schemes, acquisitions and sales.

organisational change

Willow Financial Planning delivers solutions to employers and professional advisers during times of change, such as:

  • Changes to salary sacrifice for pension contributions

  • New flexible benefits schemes

  • Ongoing governance

  • Changes in pension scheme types, which may require employee consultations.

Our team assist employers in ongoing governance and risk management.

For example, our Annual Governance and Independent Trustee services support employers regarding their occupational pension schemes.

risk management

Willow Financial Planning provides comprehensive risk management, encompassing areas such as:

  • Reducing the impact of FRS17 on defined benefits

  • Key person identification and valuation

  • Restructuring defined benefit schemes.

working with you

Your people. It’s vital you invest in them. At Willow Financial Planning, we will help you secure solutions that attract employees, retain talent and save you money.

We can help you to make the most of your company. Our team of experts can sit down with you and discuss your requirements and help you to develop plans that meet your company’s needs, your needs, and the needs of your employees. We realise every business is unique and has its own particular needs. We work with you to ensure that we offer a bespoke solution, whatever your requirements.

finding us

Southend Office
453 Southchurch Road,
Southend-on-Sea, Essex, SS1 2PH
Tel: 01702 667 315 | Fax: 01702 442 180

Billericay Office
Unit 28, Barleylands,
Barleylands Road, Billericay, Essex, CM11 2UD
Tel: 01277 886 598