Investments & Savings

If you are based in the North West of England, then 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. Whichever way you are looking to build up a final sum of money, we will advise on the many different ways that are available.

Investment and Savings

All options explored

By explaining the different options to you and ensuring that you understand each one, you will be able to select the one most suitable to meet your needs. No two clients are ever the same and that is why we go the extra mile to provide you with a personal service that will match your circumstances.

We discuss in detail

Before we discuss the various types of investment opportunities available, we will have a detailed discussion with you. This will allow us to understand your attitude towards investment risks and your long term goals and expectations. From this point forward, we will provide you with a selection of investment opportunities, allowing you to choose from each one to bring together a select portfolio that will provide you with the best returns according to the element of risk chosen. And it doesn’t stop there. We will contact you on a regular basis to review your investments, keep them on track and make sure that they are still suitable for your needs at all times.

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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.