Personal Finance Portal

With Willow’s cloud-based Personal Finance app, you are able to check all your information at any time, from any device. The portal has bank-level security to keep your fund information and financial portfolio safe and everything is kept up-to-date for you so its ready whenever you need it.

Our portal offers many convenient & secure personal finance services via an easy-to-use app

From financial document storage and open banking, to encrypted private messaging and investment information, Willow has you covered. Tracking your personal finance goals is simple and you can quickly see your complete financial picture since your data is all in one place.

A convenient way to view finances online 24/7

Always up-to-date and easy to use

Peace of mind that it’s completely secure

Accessible document storage wherever and whenever you need to access it.

The option to see all of your advised and non-advised finances in one place.

Opportunity to set up alerts and insights within the Personal Finance Portal.

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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