Daniel John Jeffreys

Daniel John Jeffreys

Willow Financial Planning Limited

Minimum savings/pensions: Over £50,000

0330 038 8942
Based in Colchester
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Verified since: April, 2017

4.8 out of 5

61 reviews


Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 10 February 2026

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

  • Recent Client Reviews

    Daniel John has not received any reviews in the last 12 months

    Daniel John has not received any client reviews in the past 12 months

  • Independent Financial Adviser

    Last checked: 05 January 2026

    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.

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  • 11

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Daniel John

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Daniel John (based on 11 first impressions)

Daniel is a member of Willow Financial Planning Limited, a Chartered Financial Planners. Prior to joining Willow he worked at another highly regarded IFA practice in Essex for over 6 years and previous to that he ran his own successful IFA practice for just over 16 years. In all Daniel has 40+ years experience in both international and domestic financial services. We offer first class, comprehensive advice in all areas of financial planning for both individuals and companies alike. From individual investors looking for guidance through the maze of investment options available to employers looking to put in place the best possible benefits for their employees, no issue is to small or task to big. We work on a fee basis. All costs and options will be discussed at your first meeting which will normally be free of charge and without obligation. Daniel, like all of Willow's advisers, has a wealth of experience in all areas of personal and corporate financial planning, from protection and investments to mortgages and of course pensions. Considering pensions. The world of pensions has become more and more complicated and complex in recent times. As pension specialists we'll guide you through the multitude of options and alternatives currently available for both pre and post retirement planning. As a Pension Transfer Specialist Daniel is able to advise you on Defined Benefit/Safeguarded Benefit transfers although due to the complexity involved in this process the fees charged make it only realistically viable if the transfer amount is in excess of £ 150,000.00 and as such we will not give DB transfer advice for amounts of less than this. In addition, due to the requirements of our Professional Indemnity insures I am unable to advise either insistent clients or those under the age of 50 on Defined Benefit Transfer matters.