Global Outlook for Clients of Willow Financial - June 2025

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• Guest speaker
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  Aaron Mears Managing Director @ Willow Financial

  Aaron has been working in Financial Services since 1990 and is the Managing Director of Willow Financial Planning Ltd having established the business in 2012 as RDP Financial Services Ltd. Aaron is a Chartered Financial Planner and a Fellow of the PFS and holds awards in Discretionary Investment Management, Long Term Care and Equity Release. Aaron is a Trustee Governor at a local school and is the Chair of the Billericay Community Trust. He also enjoys running, having completed 6 Marathons and if he can find any spare time he would really like to build his growing Lego collection.

• Guest speaker
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  Jim Mackie Portfolio Manager @ Waverton Investment Management

  Jim joined Waverton in May 2019 as portfolio manager within the Managed Portfolio Service (MPS). He previously worked for Brooks Macdonald where he was an Investment Director within the Multi Asset team, co-managing the Managed Portfolio Service and multi asset fund range. Jim started his career at James Capel Investment Management in 1997 and has extensive knowledge of the wealth management industry and has managed assets for a wide variety of clients during his career. He has a BSc from Oxford Brookes University and is a Chartered fellow of the Chartered Institute for Securities & Investment (CISI).