I have seen over the years, the benefits of quality financial planning for many people. Financial planning is a beautiful profession, helping people understand the life they wish to lead, maintain their lifestyle and have peace of mind.
Over the years I have gained fantastic experience, but I decided a while ago, the best way for me to carry on in the profession is with my own company, to align with my strong values. I have therefore set up Willowhurst Financial Planning.
The core values of Willowhurst Financial Planning are:
We are a professional service, not a sales company. We will work with you to financially plan your life and only recommend new products if necessary.
We only work with people we can help. We will know every client and if we can’t add value to your life we will tell you.
We are fully independent, this means we are not tied to any services or products.
We meet all clients in their home (Surrey) or online, first meeting is at no cost to you. We will leave you to decide after that if you wish to proceed.
Over the coming weeks I am going to post articles on LinkedIn and X, I will always be grateful to anyone who engages with them.
Please do check out my website at www.willowhurst.co.uk
To ensure our commitment to high standards we will be working with ValidPath Ltd who bring expertise in dealing in business and compliance support and access to market leading technology.
Willowhurst Financial Planning Ltd is an Appointed Representative of ValidPath Limited which is authorised and regulated by the Financial Conduct Authority, Firm Reference Number 197107.