Willow Financial Planning Limited

Willow Financial Planning Limited are Chartered Advisers and work hard to support each and every client.

Care Advice and Equity Release should be advised, not sold.  We have a simple 2 step process to help you ensure the best outcome:

Step One

Take the time to understand your options.

Talk it through with one of our specialist advisers.

Make sure that all of your needs are considered and met.

Step Two

We will explain the detail to you in simple terms.

You’ll be assisted with any form filling.

You will have a clear understanding of all of the costs.

We are on hand to support you every step of the way.

We are independent advisers that specialise in the Later Life Advice market. Our research extends across the entire market and we offer planning advice across:

  • Equity Release
  • Funding for Care
  • Pensions
  • Investments
  • Inheritance Tax Planning
  • Protection

Our advisers are members of the Society of Later Life Advisers (SOLLA) and the Equity Release Council; ensuring that the advice that we offer is of the highest quality.

Locations that we cover

We are able to support clients based in London, Essex and Suffolk

Full Address

453 Southchurch Road

Southend On Sea