Eleanor Hart
Chartered financial adviser focusing on retirement income and defined contribution transfers. Eleanor leads most Retirement Income Reviews and prefers cashflow charts drawn by hand before they go into software.
Our practice
Willow Court Financial Advice began as a small independent practice serving households along the south-west coast of England. We still meet most clients face to face when they prefer it, and we keep engagement letters short enough to read before you sign.
Financial advice in the UK is already tightly regulated. Our job is to make that process human: gather the facts carefully, explain trade-offs in plain English, and write recommendations you can keep alongside your will and mortgage papers.
We decline work that sits outside our permissions — including unregulated crypto speculation and overseas tax schemes — rather than stretch a recommendation to fit a fee.
Chartered financial adviser focusing on retirement income and defined contribution transfers. Eleanor leads most Retirement Income Reviews and prefers cashflow charts drawn by hand before they go into software.
Financial planner working with company directors and protection cases. Daniel handles Business Owner Financial Planning and coordinates with each client's accountant when profit extraction and pension contributions interact.
Introductory calls are free of charge and last about twenty minutes. If we are a fit, we send a fee quote and engagement letter before any paid work begins. You keep ownership of your paperwork throughout; we return originals within five working days of a recommendation meeting.