Financial Planning

Financial Planning for families who do it all…

Because raising children, running a household, and planning for the future shouldn't mean financial overwhelm.

Welcome to Willow Tree Financial Services — where calm, thoughtful financial planning meets real life.
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Financial Planning
You’ve got a lot on your plate…

School fees. Mortgage payments. Pension gaps. Protection you’re not sure still fits. Savings scattered in accounts with no real plan behind them.

You’re doing your best to support your children now — but what about 10, 20, even 30 years down the line?

You’re not alone. Many families in your position feel unsure where to start. You want to give your children a strong financial start in life — but it’s hard to prioritise their future when your own isn’t fully sorted.

How we can help
That’s where we come in.

At Willow Tree Financial Services, we help parents like you:

  • Put the right protection in place — so your family is financially secure if the unimaginable happens
  • Understand how and when to use trusts, Junior ISAs, or children’s pensions
  • Balance gifting with your own long-term goals (and avoid tax pitfalls)
  • Review and strengthen your own pension and investment plans
  • Create a tailored financial strategy that grows with your family in a tax efficient manner

All with a calm, empathetic adviser who takes time to really listen.

Here's how it works:
01. Book a Free Consultation
A relaxed, no-obligation meeting (in person or via video)
02. Tell us what matters most to you
Kids, career, security, lifestyle, legacy
03. Receive your personalised financial plan
One that supports your whole family, not just the numbers. We only take on a few new clients each month, so we can give each family the time and care they deserve.
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Why use willow tree financial?

Why “Willow Tree”?

We believe your finances should be like a willow tree:
Rooted. Resilient. Ready to grow.

From strong foundations like income protection and emergency funds… to future-focused branches like university fees, house deposits, or legacy planning — we’ll help you build a plan that lasts.

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Ready to feel more in control of your financial future?

Let’s grow your financial confidence — together.

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