We are a team of experienced financial planners whose mission is to help you achieve your life goals. This transition to independent status importantly gives us the freedom to search the whole of the market to find the very best savings and investment products and policies for all our clients' future financial needs.
2020 has been a year like no other and we are pleased to be in a position to evolve our business and offer our clients more, for less. This year Willson Grange celebrates its 20th anniversary and we look forward to supporting all our loyal clients with their financial planning for many more years to come.
2020 has been a year like no other and we are pleased to be in a position to evolve our business and offer our clients more, for less. This year Willson Grange celebrates its 20th anniversary and we look forward to supporting all our loyal clients with their financial planning for many more years to come.
Services
Here at Willson Grange Limited, we believe that, as with any business, our strength comes from our people. Our staff represent the very best you'll find in the financial services industry, whatever their area of the business. Our team is dedicated to delivering excellence in all areas of financial planning and is committed to providing you, our customers, with the very best experience possible.
Our team of trusted, experienced and highly qualified advisers are here to help you with your future planning. We offer a high-quality, tailored service that always suits you, for every stage of life that you (and your family) reach. This really is a key area for most people when considering their financial future.
We are experienced in serving the needs of a broad range of people, from individual private clients to company directors, trustees, and charities. The support we offer is diverse, covering straightforward advice or more complex help on issues such as tax and estate planning, investment planning and pensions/retirement planning.
Our offices are based on the Wirral peninsula, but our financial advisers look after clients right across the UK, from the highlands of Scotland right down to the Channel Islands. If you're in the area, you are very welcome to drop into the office for a cup of coffee and a chat. If you're not in the area and would like some help or advice with your financial planning, our client servicing team would be very happy to help.
Reviews (4)
Rosalind Johnson
Jan 16, 2021
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Theo C.
Dec 03, 2020
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Used their brokerage service as a first time buyer, slightly hesitant at first but it was worth every penny in the end.
Special thanks to my assigned broker - Becky, who went above and beyond throughout the entire process and offered exemplary service and advice whilst dealing with a myriad of unexpected issues along the way.
Highly recommended.
Special thanks to my assigned broker - Becky, who went above and beyond throughout the entire process and offered exemplary service and advice whilst dealing with a myriad of unexpected issues along the way.
Highly recommended.
Brian O.
Nov 26, 2020
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Mark Allardyce
Sep 27, 2020
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Positive: Professionalism
I've known and worked with Peter Heale for over ten years. His professionalism and integrity are beyond reproach. He is one of those rare individuals that combine extra ordinary business acumen with superb inter personal skills. I heartily recommend Pete and his company to anyone needing financial advice.
I've known and worked with Peter Heale for over ten years. His professionalism and integrity are beyond reproach. He is one of those rare individuals that combine extra ordinary business acumen with superb inter personal skills. I heartily recommend Pete and his company to anyone needing financial advice.
