Willson Grange was originally established over 20 years ago by independent financial adviser Stuart Willson. Stuart now leads a team of independent financial advisers offering clients across the country their expertise on pensions, retirement planning, savings and investments, inheritance tax, business planning and protection and insurance.
Planning for the future is at the heart of everything we do. We take the time to listen and understand your current financial situation and your plans for the future for you and your loved ones. Our experienced financial advisers then make recommendations for how you could meet your financial goals over the short, medium and long term.
And whenever you find that your plans or your situation changes in the future, we will provide advice that helps you adapt and continues to bring you financial peace of mind.
Our main office is based in West Kirby in the Wirral where we offer comfortable space for confidential face-to-face meetings. Our Advisers can also meet you in the comfort of your own home at a time most convenient for you during the day or in the evening.
Pension and retirement advice
Inheritance tax advice
Estate planning and succession planning
Savings and investments expertise
Investing for children and grandchildren
Business financial planning
Financial advice for high net worth individuals
Independent mortgage and equity release advice
In-house we have our very own qualified and experienced Paraplanners and Administrators to help make sure we provide you with the very best in client service.
We offer independent mortgage and equity release advice through our sister company Willson Grange Mortgages Limited. Our qualified and experienced advisers can guide you through the mortgage process and make sure you are getting the best deal based on your own individual needs. As a member of the Equity Release Council, we are qualified to offer advice in the specialist area of later life lending. We can help you understand the pros and cons of releasing equity from your home.
Willson Grange Limited is authorised & regulated by the Financial Conduct Authority (FCA number 593803). Registered in England No.08333890. The Financial Conduct Authority does not regulate some types of tax and estate planning. The value of investments can go down as well as up.
Willson Grange Mortgages Limited is authorised and regulated by the Financial Conduct Authority (FCA number 914524) and is registered in England under company number 12159757. Registered address is 50 Grange Road, West Kirby, Wirral CH48 4EF.
Mortgages on and equity released from your home will be secured against it. Your home is at risk if you do not keep up repayments on a mortgage or loan secured on it. Some lending and inheritance tax planning advice are not regulated by the FCA. Changes in the exchange rate may increase the sterling equivalent of your debt.
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