02891 863 309
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WELCOME TO WILLOW WEALTH MANAGEMENT
Financial Advisers in Newtownards
The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes.
You are the focus of our business: You, your life, your family, your future.
Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.
So it all starts with listening. We listen to your needs, your hopes, your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.
This is the start of our journey together, to prepare the plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future.
Call us today on 02891 863 309 or email us at info@willow-wealth.uk and we'll be pleased to help you.
Willow Wealth Management Ltd is a small, well-established Financial Services company, based in the picturesque seaside village of Millisle, County Down.
The company was established by Paul Adair in June 2015, it has seen client numbers increase since inception, through old and new relationships.
Our Main Services
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Retirement Planning
A well prepared pension plan which is regularly reviewed should go some way to providing you with a reasonable level of income in...
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Savings & Investments
Often, people save for a specific reason and it's usually the safest way to build up a pot of money.
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Protection
There are events we can all face that have the potential to wreck lives and families. It’s a difficult issue to think about, but...
HOW WE WORK
Here's how we formulate the plan towards your goals
Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.
OUR PLAN FOR YOU
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1
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About you
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We meet together to discuss your personal circumstances and your current financial situation.
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2
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Your Goals & Ambitions
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Next we discuss your objectives and your aspirations, as well as any concerns that may arise.
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3
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Analysis
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We'll discuss with you our analysis of your current financial position, and outline our initial thoughts for the plan.
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4
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How to get there
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So now we know where you are and where you want to be. In this phase we present your Personal Financial Plan.
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5
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Implementation
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It's time to implement the plan. Every course of action we have recommended and agreed with you is now put into motion.
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6
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Review the Plan & Progress Updates
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If required, review dates will be agreed and can take place annually or more regularly if required or requested, ongoing fees will be agreed as to which service level is required.