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Homeadmin2024-12-04T12:41:32+00:00

Christmas Opening Hours

The office will be closed from 5pm on Monday 23rd December 2024 and will reopen
at 9am on Thursday 2nd January 2025


INDEPENDENT FINANCIAL ADVISORS

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HOW CAN WE HELP YOU?

At the heart of everything we do is a desire to offer financial advice and a
service that clients value. We provide a clear and impartial service that
clients can trust, endorse and recommend.

Contact an expert

INVESTMENT

PROTECTION

RETIREMENT

MORTGAGES


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.

Find out more


EXPERIENCED

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


COLLABORATIVE

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


PROFESSIONAL

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




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.

To read the flip book in fullscreen, click here.

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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


READY TO SPEAK TO AN ADVISOR?

Get in touch


FINANCIAL ADVICE TAILORED TO YOU

Delivering unique financial solutions that are right for you, both now and in
the future.

Let's chat!

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