John Haley

John Haley

Willow Financial Planning Limited

Minimum savings/pensions: Over £50,000

0330 038 8939
Based in Westcliff-on-Sea
View location

Top Rated 2025
Verified since: June, 2020

4.9 out of 5

65 reviews


Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 28 March 2025

    John is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed John's status

  • 10

    Recent Client Reviews

    Verified reviews: 100%

    John has received 10 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 21 October 2024

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 15

    Qualifications Uploaded

    15 qualification certificates available to view

    John has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    John has provided information on their typical fees

    John has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

  • 4

    Positive First Impressions

    75% of users who are not yet clients had a positive first experience with John

    75% of VouchedFor users have had a positive (4 or 5 star) first experience with John (based on 4 first impressions)

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 28 March 2025

    John is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed John's status

  • 10

    Recent Client Reviews

    Verified reviews: 100%

    John has received 10 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 21 October 2024

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 15

    Qualifications Uploaded

    15 qualification certificates available to view

    John has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    John has provided information on their typical fees

    John has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

  • 4

    Positive First Impressions

    75% of users who are not yet clients had a positive first experience with John

    75% of VouchedFor users have had a positive (4 or 5 star) first experience with John (based on 4 first impressions)

I absolutely believe in relevant, high quality, easy to understand advice. My aim is to distill the sometimes complicated aspects of financial planning into easily digestible parts, which helps you make informed decisions about your affairs. In fact, before I became a financial adviser myself, converting the complex into the simple was my job...for financial advisers, solicitors and accountants! Aside from assisting with individual pieces of advice, I can help you build a holistic financial plan with the use of cash flow modelling, tailored to your own specific goals and objectives. This gives you a visual of your financial plan, as well as providing an ongoing reference point to highlight remedial action necessary to keep your goals and objectives on track. I've worked in and around the financial advice profession for around 30 years and have gained many qualifications. These are clearly very important but I believe it is the ability to communicate effectively that is key.

Offers available through VouchedFor

Contact John through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

About John's clients

Based on responses provided by clients who have reviewed this adviser

Clients' level of financial expertise

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Savings

Clients' level of financial expertise

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