​​About us 

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• We provide clear, holistic, independent financial planning. We believe independent financial planning is the only way to provide clients with the best possible outcomes. Our focus is getting to know you and your plans for the future. 
   

• We love working with local people (not the super rich) to understand the life they wish to live and how they can go about achieving it financially.
   

• We work with fewer clients to provide a more meaningful service. Whereas in larger firms, new client acquisition is often the main aim and clients become a number, we know our clients, focus on the relationship and only take on the right type of clients we know we can help. 
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• We love working with people in their thirties just starting to think about financial planning through to people who are at retirement age.
   

• We do not do unnecessary product selling. We only recommend products if you really need them, we will use your existing products (e.g. pension) if suitable. 
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• We are passionate about ensuring everyone has access to financial planning to live the life they want to live.  ​

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About me 

With over 18 years experience in financial services, specialising in lifetime and retirement planning, I found Willowhurst Financial Planning to provide high quality, client centric advice with people I enjoy working with.  

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I have worked in financial services specialising in retirement and client advice. I previously worked for one of the largest investment management firms, based in London, advising clients on retirement and lifetime financial planning incorporating many areas of advice.

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Out of work, I am very lucky to have two young children, with both of them being under 5, I am very happy they take up most of my free time! When the children are asleep, I like to ride my mountain bike and trying to grow my own food.

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Qualifications
 

I will always continue to study as I have a real interest in the subject of financial planning. So far I have completed:

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• BSc (Hons) Business Economics 

• Diploma in Regulated Financial Planning

• Pensions Update & Pension Planning

• Certificate in Discretionary Investment Management

• Award in Pensions Update

• Certificate in Life & Pensions

• Certificate in Securities Advice & Dealing 

• Chartered Management Institute – Management and Leadership

• PMI – Certificate in DC Governance

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