Learn how to start your financial freedom journey…

People dream of financial freedom but what exactly does that mean?

Imagine walking along a calming yellow beach and feeling the warm grains of sand sift through your toes. Is this what retirement looks like for you? Visualise watching your child accept their degree on stage as you clap, tears of joy streaming down your cheeks. How proud will you be? Or think about the happiness you will feel to see your child get married, to welcome a new life into the family or to know that you never need to worry about money again.

Speak to us so we can review your circumstances, discuss your requirements and objectives to see where we can help you try and achieve your dreams

Illustration of male and female financial advisors reviewing paperwork

Rebecca Hammonds

INDEPENDENT FINANCIAL ADVISOR / DIRECTOR

Rebecca started her financial career in 1990, is a member of the CII (Chartered Institute of Insurers) and holds the Diploma in Financial Planning. Becky specialises in pension advice and portfolio investments for individuals and auto enrolment (workplace pensions) for businesses.

Becky is a bubbly character with an infectious smile who wants the absolute best for her clients. She lives in Stoke-on-Trent and enjoys spending time with her family three dogs Willow, Oakley and Rosie. Becky is a family lady through and through and loves cooking, baking, running, playing the piano (when she has the time) and growing Orchids.

Jeff Lewis

PARAPLANNER / ADMIN

Jeff started his financial career at Britannia Building Society in 1978 as a Senior Internal Auditor which included ensuring company compliance when the Financial Services Act 1986 was introduced.

Jeff is a family man and loves travelling and eating out. He used to play football, tennis and squash, but now enjoys watching rather than playing. Jeff also spends his spare time as a member of the Burslem Rotary club and has been their president in the past.

Willow's Linda Ball

Linda Ball

PARAPLANNER / ADMIN

Linda’s first job was at Bodes Engineering in Leek working in the wages office before leaving to have her children. Following her time off, Linda then started her financial career at Britannia Building Society in the pensions department and has worked in various pension departments therefore is highly knowledgeable in the pension industry.

In her spare time, Linda enjoys family time with her husband Tim, two Labradors and a cat, baking, tending to her allotment and exploring in the family caravan, which she has recently refurbished.

Willow the dog - Willow's inspiration

Willow

TEAM CAPTAIN

Willow is the cool, calm and collected member of the team who keeps a watchful yet non-judgemental eye on day-to-day developments. She is a wise old girl and can often be found contemplating market trends and forecasts.

Willow loves to be part of the conversation and, when she’s in the office, she will greet all clients with a friendly nod (a slobbery lick if allowed) and a calming demeanour.

Trust in a true partner

Financial planning can be complex but the last thing you want is to be left fumbling in the dark when it comes to pensions, investment portfolios, protection, insurances and taxes.

From an initial discovery call you will build a solid relationship with a team that you can trust to provide robust recommendations that keep your money and assets safe and growing in value.

See how we can help

We have worked with Becky and the team at Willow Financial Solutions for the last 5 years and could not be more impressed. Becky has managed all aspects of our scheme and her technical competence underpinned by a friendly, down to earth manner is greatly appreciated by myself and our employees.

Client Gerry BarkerGerry Barker, Components & Sub Assemblies

I have worked for various Companies over my career and had amassed many pensions from various providers. It was a mess, but Becky sorted everything out for me. She made a complicated and confusing subject really easy to understand and gave me complete peace of mind. I was confident with her advice in consolidating my pensions and appointing a fund manager.

If you want true impartial and professional advice, then you need to trust Becky from Willow Financial Solutions.

Andy Chell , Navitas Edge

To trust a financial advisor with your pension pot is a big decision. However, Rebecca has definitely stepped up to the mark with sound, unencumbered financial advice. Over the years she has been guiding me with robust, thorough and safe judgement taking on board previous and current financial pressures and constraints. I find her advice logical and easy to understand and is deciphered from the jungle of financial jargon. With Rebecca’s evaluation and guidance we are treading a path to a pension model that will certainly suit the lifestyle that I had planned.

Alan Rogers

Becky has been a god send to my husband and I in navigating the complicated world of pensions and life insurance. She always has time to explain your options (even multiple times!) and her advice is practical, always with your goals in mind. I wouldn’t use anyone else for our personal financial advice.

Becky advised us on setting up our corporate pension schemes and life insurances. She expertly guided us through auto-enrolment and continues to advise on updates to the schemes and things to look out for. This is invaluable to the business as we didn’t have the time or expertise to do this ourselves. We trust Becky’s advice and value how proactive she is in looking after the business interests.

Kimberley Walley, AEON Engineering Ltd