Our Financial Management Services

By dealing with the same adviser throughout their relationship with Willow, our clients can rest assured that each recommendation comes from a genuine understanding of their individual needs.

What can Willow Financial Management offer you?

No obligation consultations

As a potential client, you will be offered a free no obligation initial consultation with a qualified adviser. The main purpose of this meeting is to discuss your finances. However, the more information you can give us relating to your motivations and ambitions the better as this will help us to determine what's right for you.

Flexibility

Those who seek independent financial advice often lead very busy lives. To accommodate for this, our working hours are flexible and we are happy to arrange appointments at your home, your place of work or our office at any reasonable time.

Peace of mind

People can be reluctant to seek financial advice as they are worried that they may be talked into buying a product that they don’t really need. At Willow, our emphasis is not on the sale of a product but on providing specific advice to help the client meet their objectives.

Time to think

We appreciate the complexities involved in financial matters, and do not expect clients to reach an immediate decision. We actively encourage people to fully consider the recommendations made, and any alternatives, before taking the next step.

Freedom to get on with your life while we take care of the paperwork

When recommending products to our clients, we carry out extensive research, looking at all product providers and evaluating all the options available. We take care of the administration and liaise with providers on your behalf.

On going support

We won’t forget about you as soon as a recommendation has been implemented. We can provide additional support in the form of regular investment reviews, news bulletins, advisory reports and formal meetings.