Willson Grange Limited

Independent Financial Adviser  50 Grange Road, Wirral, CH48 4EF
First meeting at adviser's own cost
At Willson Grange we are a family owned business entirely focussed on putting our clients at the heart of everything we do. We provide expert advice on all areas of personal financial planning and develop trusted relationships that are built to last.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Bad credit
check
Building your home
check
Buy my next home
check
Buy to let
check
Buying commercial property
check
Buying first home
check
Buying overseas
check
Equity release
check
Flexible mortgages
check
High loan to value
check
Mortgage protection
check
Next home / Remortgaging
check
Right to buy
check
Self-employed mortgages
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Commercial mortgages
check
Corporate pension
check
Employee benefits
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
check
Sharia finance
Response rating
7.0/10
check
FCA authorised
Last authorised 16th May 2022
What our clients say
Stuart Willson has provided excellent advice to us over the years. He has always been clear, insightful, and supportive in helping us make the right financial decisions about our investments. The team at Willson Grange offers friendly and personal service and I would highly recommend them to anyone looking for financial advice.
J.Forsyth, Bangor
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.
M Allardyce, UK
Both myself and my family have found Wilson Grange and their team to be really good at what they say they will do. Very pleasant and courteous but above all else, professional, and their expertise is second to none. You would be hard pressed to find more expertise in any financial or estate planning matters than these guys. Their team can tick every box and they are on "Your side" They do what it says on the tin. What more can you want?
J.Hull, Anglesey
We found the whole house purchase process to be a surprisingly stress-free when we chose Ian and the team at Willson Grange Mortgages to help: We can honestly say the whole team were exceptional from start to finish. They took the time to run through and explain everything with us and were always on hand to answer any questions we had. As a result, we secured a mortgage that suited our requirements and has allowed us to purchase our dream family home.
A J & L J Kettle, Lancashire
We received excellent and very informative service when we asked Ian Ward of Willson Grange Mortgages to arrange our lifetime equity release mortgage. He was friendly, professional and knowledgeable which put us at ease whilst ensuring we received the best plan to fully meet our needs and circumstances in retirement.
R Tomlinson & J Bodsworth, Cheshire
About us

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.

Our services

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.

Where to find us
Head office address: 50 Grange Road, West Kirby, Wirral, CH48 4EF
Service coverage
Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£101,000
Minimum mortgage value
£101,000
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Compliance

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.

Response rating
7.0/10
check
FCA authorised
Last authorised 16th May 2022

Similar advisers near you

Independent Financial Adviser 0.15 mi
Experienced Financial adviser with over 20 years experience. Specialising in retirement planning, investments and inheritance tax planning.
 
Independent Financial Adviser 0.44 mi
I offer Independent Financial Planning advice and specialise in Investments, Pensions & Retirement Planning.
 
Independent Financial Adviser 0.45 mi
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
 
Independent Financial Adviser 0.55 mi
Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.