As independent financial advisors in Essex, Willow Financial Planning are dedicated to providing tailored advice to the needs and goals of each and every client. We appreciate that you have worked hard to get to where you are and our highly experienced team will work just as hard to ensure that you continue to succeed.
We pride ourselves in delivering unique solutions that are right for each individual person, both now and in the future. At the heart of everything we do is a desire to offer financial advice and 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 pride ourselves in delivering unique solutions that are right for each individual person, both now and in the future. At the heart of everything we do is a desire to offer financial advice and 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.
Services
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.
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.
Ill health and unemployment are worrying enough without suffering the additional stress of inadequate income. Whether you are single, or the family breadwinner, Income Protection can be a cost effective way to help relieve the financial burden while you get your life back on track. In a few simple steps, we can help you understand the risk and ways that we can help you protect against them.
We can identify savings and investment opportunities to supplement your retirement income, as well as help you plan your exit strategy - whether you wish to pass on a business to the next generation, sell it as a going concern or wind it down - and make sure that the process is tax-efficient. We will also help you to think about issues such as long-term care and medical insurance, to give you peace of mind in case of ill health.
Gifts made to individuals and certain types of trust are potentially exempt, provided the donor survives for seven years. If they die within that period taper relief (below) is available if the gift is taxable. There will be a tapered withdrawal of the additional nil-rate band for estates with a net value of more than 2 million.
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