Our journey together

Financial planning isn’t about products — it’s about building a plan for the life you want and making sure your business supports that plan.

Working with Willowhurst Financial Planning should feel clear, thorough and fair. There’s no cost for an initial conversation and no pressure to move forward. We both need to be confident we’re the right fit.

If we do work together, we’ll:

Get clear on your goals — for your family, your lifestyle and your business.
Understand your current position — both personal and business finances.
Build a tailored financial plan — using the right tools to get you where you want to be.
Review regularly — because your life and business don’t stand still.

You’ll always be free to step away, but most of our clients choose to stay with us for the long term — because they value having a trusted partner by their side.

👉 Ready to explore what this could look like for you? Let’s book in a free initial chat.

First Call

Before committing your time and ours, this phone call allows both of us to make sure our situation matches and we will be a good fit. This typically lasts about 15 minutes.

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Exploration Meeting

A deeper conversation (up to 2 hours). This can be by Zoom, at your home or at your business premises if you prefer. We’ll get to know you and your business and your goals for the future. There’s no cost for this meeting, afterward, you decide whether to engage us for advice.

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Our Analysis

If you go ahead, we carry out detailed analysis of your finances, alongside your aspirations for the future.

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Financial Report Presentation

We create a tailored financial plan showing the path to your goals — from protecting your family and business to planning for retirement and your eventual exit.

The Financial Conduct Authority does not regulate Cashflow Planning

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Our Recommendations

We present our recommendations, explain your options clearly and once you’re happy, we take care of implementation. This could involve new arrangements or simply making the most of what you already have.

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Forward Planning Meetings

Each year we review your plan and adapt it as life and business evolve.

Our journey together

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