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Willow Financial Management

Willow Financial Management
Address: Willow House
4 West Walk
Leicester
Leicestershire
Postcode: LE1 7NB
Email: enquiries@willowfm.co.uk
Telephone: 0116 233 7373
Website: http://www.willowfm.co.uk/
Financial Advisors By Type: General Financial Planning
Financial Advisors By Area: Leicestershire Financial Advisers
Financial Advisors By City: Financial Advisers In Leicester
Description
When looking for outside help with planning your finances, what can be more important than trust, understanding and choice?

At Willow Financial Management we strive to build personal relationships with our clients. Through gaining an understanding of your lifestyle, ambitions and priorities, we are able to help you meet your life objectives.

We can only succeed if our clients stay with us, and they will only stay with us if they are happy. As Willow has grown into one of the largest, most respected independent advisory firms in Leicester, we are clearly doing something right.

Willow Financial Management was formed in 1992, with the vision of creating a safe and highly professional environment in which clients could receive ongoing financial advice and active portfolio management.
Today with rapidly approaching £200 million of our client’s liquid assets under management, we have a reputation as one of the most forward-thinking financial advisers in the UK.

No obligation consultations
As a potential client, you will be offered a free no obligation initial consultation with a qualified adviser. The main purpose of this meeting is to discuss your finances. However, the more information you can give us relating to your motivations and ambitions the better as this will help us to determine what's right for you.

Flexibility
Those who seek independent financial advice often lead very busy lives. To accommodate for this, our working hours are flexible and we are happy to arrange appointments at your home, your place of work or our office at any reasonable time.

Peace of mind
People can be reluctant to seek financial advice as they are worried that they may be talked into buying a product that they don’t really need. At Willow, our emphasis is not on the sale of a product but on providing specific advice to help the client meet their objectives.