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Ceri

Advisor
Age
31-45
Nationality
British
Civil status
Married
Kids
Yes
Passionate about
Feminism Wellbeing
My family
The planet and making a difference
City, Country
Griffithstown, GB
Ceri Griffiths, SmartPurse Coach
I'm your right coach because
I'm Ceri Griffiths, I am the Founder of Willow Brook Lifestyle Financial Planning, and I'm a financial adviser who works exclusively with women who are getting divorced.

I work with clients who expect to receive £250k and above as a pension share or investment share in addition to a split of their home on divorce.

If this is you, then you probably need a financial expert in your corner, but the thought of sitting in front of a sleek city adviser when you are feeling so emotionally raw and financially unprepared is intimidating.

That's why I use social media. I'm passionate about breaking down the corporate and cold image of financial services, and sharing the real people behind the advice.

On my Instagram and You Tube channel you will find inspirational posts, useful and informative guidance and posts about my real, down to earth life, my thoughts on feminism, parenting and my crazy horse of a dog Waffle.

I know that you might not have been the financial manager in your relationship, that there could be some shame and apprehension around sharing what you do know about your money. I get that you may think that finances are scary, and not your thing.

I want you to know that you are not the only one in this position, and that it's quite normal to not know your finances. I can help you really understand them going forward, so you can make savvy, informed financial decisions.

I want you to know that you don't have a huge mountain to climb, as much as financial services would have you believe this stuff is difficult, I promise you it really isn't.

I want you to know that you've got this.

You just need to take the first step.

If this resonates with you, please reach out and set up a meeting. I would love to hear from you and help you on your journey.

(p.s. I am Chartered and Fellow, the highest qualification within my profession, so you are in such very safe hands!)


I can support you in the following:
Advice on house purchase and mortgages
Divorce Financial Planning
Estate Planning (e.g. Inheritance, Legacy)
General advice, e.g. review of a personal situation
Help with retirement planning
Help you make a more sustainable impact with your money (e.g. impact investing, philanthropy)
Insurances
Specific investment advice, e.g. build/manage an existing portfolio
Financial knowhow required
Beginner
Beginner with some financial literacy experience
Intermediate
Advanced financial literacy
I can interact with you
Online
Skills & Qualifications
Company name Willow Brook Lifestyle Financial Planning
Function / Role Founder
Place of work Other
Years of experience 20+ years
FPFS - Fellow of the PFS and Chartered Financial Planner
Regulatory (FCA) Authorized: Yes
Reference Number 912179
Contact me

Willow Brook Lifestyle Financial Planning  is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website
www.sjp.co.uk/products.