Experienced – Collaborative – Professional

Investment Advice

Our clients have worked hard to be where they are, often facing many complicated issues along the way.

Therefore, the team at Willow Financial Planning strongly believes that a service proposition based just on providing simple products will usually not meet all of our clients’ requirements.

We have worked hard to provide something a little different. Clients can engage with our tailored, lifetime planning solutions to make them their own. These solutions are completely independent of product or the latest investment scheme, so our clients know we are only recommending what is best for them.

For more information about offshore investment planning, open ended investment contracts and more, contact one of the team today!

Contact us

As an independent adviser, we work with a range of investment partners. In doing so we are able to recommend appropriate investment solutions from the ‘best of breed’ institutions. We consider that it is vital.


Our highly experienced team will work just as hard to ensure you continue to succeed.


At the heart of everything we do is a desire to offer a service that clients value.


We offer technical expertise, reliability, efficiency and a bit of imagination.