Willows Financial Planning

Independent financial expert for individuals and corporate clients.

Investments and Savings Financial Advice

Investments & Savings

We can help with your investments or savings, no matter whether you are investing a single lump sum or wishing to set up regular payments into a set account.

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Planning for Retirement

Planning for Retirement

No matter how far away your retirement may be, it is always a good idea to plan ahead. With many different options available we’ll help you choose the right direction.

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Inheritance Tax Advice Cheshire

Inheritance Tax

As property prices rise, you might find yourself having to deal with inheritance tax. Whether you are the beneficiary in a Will or looking at passing on your own estate cost-effectively, we can help.

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Corporate Advice

Business Advice

Whatever type of business you are involved in, we can act as your financial advisors. From protecting commercial finance to employee benefits to pensions we will advise on the best solutions for you.

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Protection for Individuals

Protection for Individuals

As well as insuring your possessions and pets, it is always worth giving thought to family finances too. We can’t prevent these things happening but we can put you in touch with insurances that will cover you financially.

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Peronsal Tax Planning

Personal Tax Planning

Tax affairs can be very complex so don’t take chances with them. You may be missing out in so many ways; paying too much tax, not claiming allowances or even not planning your tax correctly

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Why Willows

How we work with you

Committed to working with business owners and private individuals to take care of their financial stability, we work with you to help nurture, safeguard and maintain wealth.

One of the mainstays of our operation is understanding that each of our client’s financial circumstances is unique and pertinent only to them. For this reason, we offer a bespoke service which takes account of each individual nuance and pairs clients with the most appropriate products and services.

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What our clients say

I had the pleasure of working alongside Jonathan for a number of years in a previous role. I would be more than happy to introduce Jonathan to any of my clients. He is conscientious, genuine and most importantly 'does the right thing'.

Richard

Jonathan was recommended to me and now I see why. He is committed to customer service whilst offering clear and detailed advice that allows you to make those important decisions. I enjoy his company and he has helped me move on to the next part of my life. I look forward to keeping the relationship for years to come and would happily recommend Jonathan to any of my friends and family.

Ron

I contacted Willows for advice and met with Jonathan who was very professional and approachable. I was given a very thorough explanation of what my options were and detailed advice on what would be the best option for me. All of my questions and concerns were addressed and I was impressed by Jonathan’s level of knowledge, enthusiasm and his attention to detail. I am confident I am in safe hands and I would certainly recommend.

Ms. Wakefield

Exceptional service. Great advice given which incorporated all aspects of my financial situation and helped to protect what is important to me.

Richard Birchall

Get in touch

Please use our details below or fill out the form and a member of the team will get back to you.

Tel: 01925 918029
Email: info@willowsfinancialplanning.co.uk

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Why Willows?

Willows Financial Planning is based in Cheshire and provides a wide range of financial expertise to individuals and corporate clients throughout the Northwest. We are truly independent and therefore not restricted to a single product provider which enables us to give unbiased advice and offer products from any provider right across the market.