Pension Consolidation Advice
Compare old workplace pensions and decide whether consolidating into one arrangement makes sense for charges, benefits, and control.
Friesenhampton · England
Willow Court Financial Advice
Clear pension and retirement guidance for households and business owners who want numbers they can act on — not a product pitch.
Book a discovery callFlagship consultation
Retirement Income Review
We map State Pension timing, private pots, and household spending into a written income plan — including what to crystallise, what to leave invested, and when to revisit the numbers.
Engagements typically run three to five weeks from fact-find to recommendation meeting, with meetings in Friesenhampton or by video across England.
Also available
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Investment Portfolio Review
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Protection & Life Cover Advice
Assess life insurance, critical illness, and income protection needs for your household or business partners.
Business Owner Financial Planning
Coordinate personal and company finances — directors' pensions, exit timing, and extracting profits tax-efficiently within UK rules.
How we work
Fact-find first, recommendations second
Every engagement starts with your paperwork — pension statements, spending notes, and any employer benefits — before we discuss products or transfers. You receive a written letter setting out what we recommend and what we deliberately leave alone.
From clients
Recent conversations
“We came in with three old workplace pensions and no clear idea what income they would produce. Eleanor spent two meetings walking through the cashflow sheets — I still wish the first draft had used plainer labels for crystallisation, but the final plan made the State Pension and SIPP sequence understandable.”
“The consolidation report showed that one of my deferred schemes had a guaranteed annuity rate worth keeping. Most people would have pushed a transfer; Willow Court argued for leaving that pot alone.”
Ready to talk through your pensions?
Tell us what you are deciding — retirement timing, a transfer, or cover after a mortgage — and we will reply within two working days.
Send an enquiry