Willow Financial Planning
Willow Financial Planning is a company based in Southend-on-Sea, England that specializes in providing financial services and advice to individuals and businesses. Their team of experienced financial consultants are dedicated to helping their clients achieve their financial goals and make informed decisions about their finances. With a focus on personalized service and attention to detail, Willow Financial Planning is committed to providing the highest level of customer satisfaction.
Introduction to Willow Financial Planning
Willow Financial Planning is a financial consulting company located in Southend-on-Sea, England. The company was founded with the aim of helping individuals and businesses achieve their financial goals. The team at Willow Financial Planning has years of experience in the financial services industry and is dedicated to providing personalized advice and solutions to their clients. What makes this company unique is their commitment to building long-term relationships with their clients and providing them with ongoing support and guidance.Services & Products
Willow Financial Planning offers a range of financial services to their clients. These services include retirement planning, investment management, estate planning, tax planning, and insurance. The company works closely with each client to understand their unique financial situation and develop a customized plan that meets their specific needs and goals.Location
The company is located on Southchurch Road in the heart of Southend-on-Sea. Southend-on-Sea is a vibrant coastal town that offers a mix of traditional seaside attractions and modern amenities. The area is home to a variety of businesses, including restaurants, shops, and entertainment venues. The closest public transportation options to Willow Financial Planning are the Southend Victoria train station (0.7 miles), the Southend Central train station (0.9 miles), and the Southend Bus Station (0.6 miles).Benefits
Customers should choose Willow Financial Planning because of their personalized approach to financial planning. The team at Willow Financial Planning takes the time to get to know each client and their unique needs and goals. They are dedicated to providing ongoing support and guidance to help their clients achieve their financial objectives. Additionally, the company has a strong track record of success and has helped many individuals and businesses achieve financial security.Good to Know
Customers should be aware that Willow Financial Planning is a fee-based financial consulting firm. This means that the company charges a fee for their services rather than earning commissions on the products they recommend. This ensures that the team at Willow Financial Planning is always acting in the best interest of their clients.Reviews
Customers rave about the personalized service and attention to detail they receive from the team at Willow Financial Planning. Many customers have reported significant improvements in their financial situation and credit their success to the guidance and support provided by the company. Overall, customers highly recommend Willow Financial Planning for their financial consulting needs.Amenities
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computer -
wi-fi
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meeting room
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coffee maker
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reception desk
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parking
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wheelchair accessible
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financial advice
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investment advice
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tax planning
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insurance services
FAQ
What types of financial services do you offer?
We offer a wide range of financial services, including retirement planning, investment management, tax planning, estate planning, and insurance analysis.What experience do your financial consultants have?
Our financial consultants have extensive experience in the financial industry, with many years of experience in financial planning, investment management, and risk management. They are highly qualified and hold relevant certifications and licenses.How do you charge for your services?
We charge a fee for our financial planning services, which is based on the complexity of the plan and the amount of time required to develop and implement it. Our investment management services are fee-based, and we also receive compensation from some of the investment products we recommend.Can you provide references or case studies of your past clients?
Yes, we can provide references and case studies from our past clients. We have many satisfied clients who have achieved their financial goals with our help, and we would be happy to share their stories with you.How will you tailor your services to meet my specific financial goals and needs?
We take a personalized approach to financial planning and work closely with each client to understand their unique goals and needs. We develop customized financial plans that are tailored to each client's specific situation, and we regularly review and update the plan as needed to ensure that it remains aligned with their goals.Reviews
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Miguel Bathan
The folks over at Willow were super helpful! I was looking for some advice on pensions and they really came through for me. I gotta say, I was really pleased with the service and all the info they gave me. Just wanted to drop a quick note to say thanks!
23-05-2023
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Rochelle Lee
Very helpful in sorting out my remortgage
23-05-2023
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Kane Cameron
I couldn't be more grateful for the guys help at Willow, I'll be sure to recommend to everyone!
23-05-2023
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Mia Cotton
I needed some financial advice for my pensions and the team at Willow were extremely helpful, and were all so pleasant to talk to. Thank you for all your help, would definitely recommend :)
23-05-2023
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Ryan bolton
Just wanted to take the time to write a quick something, I couldn't be happier with the support from Willow when discussing my lifetime mortgage, they were extremely friendly and approachable and really helped me understand the benefits and risks of it. Thank you guys!
23-05-2023
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Mia Clark
I had a wonderful experience with the team at Willow. They were incredibly helpful when I was looking financial advice regarding mortgages. I am truly satisfied with the service and the valuable information they provided me. I want to say a heartfelt thank you!
23-05-2023
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Chris Weller
Just wanted to take the time to say a massive thank you to Willow an the team. I have been dealing with the guys for a number of years and have always found their advice informative and service is always fantastic. Thanks for all your help!
30-12-2022
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Che Martin
Thank you to the team over at Willow for helping me arrange my pensions!
30-11-2022
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Tickers
James was absolutely superb in helping us plan our retirement. We have three pensions and were totally bemused by all the jargon , figures and potential choices. James explained everything in clear layman's terms busting all the jargon into simple to understand facts and figures. He has a calm disposition and a very friendly way which really puts you at ease. He took us through all the choices chronologically with each pension scheme which has allowed us to make the right decision for us. Can't recommend James and the Willow team enough. Thank you again!
30-09-2022
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John Haley
30-05-2022
