About us
 

At Willowhurst Financial Planning, we provide clear, independent financial advice to help our clients make sense of their money and plan for the future with confidence.
 

We believe financial planning should be straightforward, personal and focused on your life goals — not product sales. That means:
 

• Putting advice before products (and using existing arrangements where suitable).

• Working with a smaller number of clients so we can give more time, care and attention.

• Explaining your options in plain English, without unnecessary jargon.
   

Many of the people we work with are small business owners who want to make sure their hard work today creates security for tomorrow. Whether you’re building a business, planning for retirement or protecting your family, our aim is the same: to give you peace of mind and a clear path forward.
 

 

About me
 

I’ve worked in financial services for nearly 20 years, specialising in lifetime and retirement planning. I founded Willowhurst Financial Planning to provide the kind of client-centred service that larger firms often struggle to deliver.

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Over that time, I’ve guided clients through all kinds of financial decisions, always with the same focus: giving clear advice that fits their life and goals.

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Outside work, I’m kept busy by my two young children. When I do find some free time, I enjoy mountain biking and being outdoors.

 

I’m committed to continuous study and professional development. My qualifications include:

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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