We specialise in delivering face-to-face, personalised financial management advice through our expert advisory arm. In the increasingly complex financial environment we believe high quality, face-to-face advice is important for everyone.
Delivered by our advisers, our advice covers financial investments, pensions, ISAs, defined benefits pensions, managing investment, long-term care, mortgages, business planning and tax planning individually tailored to a client's lifestyle goals and stage of life.We also provide access to a range of investment products which are designed to manage risk and provide consistent returns over the medium to long-term.
Delivered by our advisers, our advice covers financial investments, pensions, ISAs, defined benefits pensions, managing investment, long-term care, mortgages, business planning and tax planning individually tailored to a client's lifestyle goals and stage of life.We also provide access to a range of investment products which are designed to manage risk and provide consistent returns over the medium to long-term.
Services
Whoever you are, we take the time to get to know; To understand what makes you tick. That means developing a personal understanding and an enduring connection. Only by building a strong relationship with you can we have the honest, personal conversations that will enable us to create the plan that will achieve your goals.
At E.J. Willday Financial Management, we believe that retirement is more than just planning for the future; it's about making the most of the here and now. We take time to understand what that means for you and make sure all of the important things are covered, whilst helping you make your ambitions for your retirement a reality.
Income protection should be seen as one of the foundations of comprehensive financial planning. Life assurance provides a lump sum on death and comes in two basic forms: term assurance and whole of life assurance. Term assurance provides cover for a specified period of time, whereas whole of life assurance will provide a lump sum whenever death occurs, provided contributions have been maintained for the duration of the plan.
Increasingly, the pressures of running a successful business take priority over the time spent on planning your and your employees' financial security. The death or serious illness of a key director or employee can have far-reaching or even disastrous consequences for a business. Having the correct insurances in place and making sure that they are regularly reviewed and updated as your business changes can be a particularly onerous task.
We are bound to no corporate group, so offer unbiased recommendations from a broad universe of investment opportunities. E.J. Willday Financial Management Limited is Registered in England & Wales. Company Number 08139535. Registered Office address: Linwood, St Peters Road, Arnesby, Leicestershire, LE8 5WJ Authorised and regulated by the Financial Conduct Authority.
Reviews (9)
Kirsty Jepson
Feb 26, 2021
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Highly recommend Kayley Brant for recently reviewing our mortgage and protection. Even though the banks wanted us to switch on a new deal with them, Kayley managed to search the whole market and find a much more competitive deal saving us a good amount of money. It definitely pays to review. Thank you for all your hard work, we will definitely use you again.
Ashley Day
Feb 17, 2021
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Hayley Hanson
Feb 13, 2021
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Positive: Professionalism, Responsiveness, Value
I dealt with Kayley Brant for my families life protection. Kayley was very quick to respond and professional she listened to my families needs and found us the perfect cover we needed and also cover for my son. Kayley has also given me sound financial and mortgage advice. I highly recommend.
I dealt with Kayley Brant for my families life protection. Kayley was very quick to respond and professional she listened to my families needs and found us the perfect cover we needed and also cover for my son. Kayley has also given me sound financial and mortgage advice. I highly recommend.
Anna James
Aug 26, 2020
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Kirsty French
Jun 27, 2020
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William Slawson
Jun 18, 2020
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Andrew Bishop
Dec 06, 2019
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Harjeeve Bath
Sep 08, 2019
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Jamie Marshall
Aug 09, 2019
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