Willday Wealth Management

Restricted - Whole of Market  Unit 1, Duns Lane, Leicester, LE3 5LX
First meeting at adviser's own cost
We offer and personal face to face service. We get to your situation and then tailor our approach around you. We have your best financial interests at the heart of everything we do.
We can advise you on
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Annuity purchase
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Auto enrolment
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Defined benefit
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Flexible mortgages
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 8th August 2022
Meet our advisers
Mr Edward James Willday
Chartered Financial Adviser

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

This qualification is for those individuals that wish to undertake additional qualifications above the benchmark requirement and covers investment strategies, taxation, trusts and later life planning.

This qualification assesses a knowledge and understanding of pension transfer options available and their implications, including income options, legislation and regulations impacting pension transfers, transitional issues as a result of different forms of protection, and the relationship between pension returns and options and investment and capital risk.

This exam accesses understanding of the financial services industry including regulation and legislation.

Accreditations
Certified Financial Planner ISO 22222- Personal Financial Planning Chartered financial planner - individual adviser accreditation
Mr Benjamin Grundy
Company Administration

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

Miss Kayley Brant
Mortgage & Protection Manager

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This exam accesses understanding of the financial services industry including regulation and legislation.

About us

Willday Wealth Management is proud to have been awarded the prestigious title of ‘Chartered Financial Planners’ by the London Institute of financial and banking.

The Chartered titles awarded by the LIBF are steeped in history and they remain today’s ‘gold standard of excellence and integrity’, and have only been awarded to a few hundred firms across the UK.

We believe genuine professionalism has never been so valued or so necessary.

When you put your trust in us you know that you are dealing with proven professionals, committed to developing and maintaining knowledge and the capability to deliver the highest quality advice.

To uphold our status we must also follow a demanding ethical code of practice, placing our clients’ interests at the heart of every piece of advice we give.

Our services

Here at Willday Wealth Management, we have a 6 step process;

1. Understanding your needs
2. Free Review
3. Analysis
4. Plan
5. Implementation
6. Track & Maintain

Having a step by step process will create a personalised plan to make sure that this is on track to achieve your aspirations and goals.

Where to find us
Head office address: Unit 1, Duns Lane, Leicester, LE3 5LX
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Response rating
7.0/10
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FCA authorised
Last authorised 8th August 2022

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