What Our Clients Say
Where Wealth Meets Purpose
You’ve worked hard to build your wealth. Now it’s time to let it grow in a way that aligns with the life you want to lead.
Holistic financial planning isn’t just about smart investments; it brings together various elements of your financial infrastructure, including tax planning, retirement income and estate structuring. Our holistic planning service creates a streamlined plan designed around your life.
What Makes Our Approach Different?
Long-term Strategy-Focused
Our independent financial advisors create your personal, bespoke financial plan. This takes account of your goals and values, together with all of your assets and your attitude to risk, in order that you can comfortably prepare for the future.
Holistic by Design
As someone who lives a complex financial life, it can be difficult to bring all the elements together. From tax and investments to estate and legacy planning, we bring every moving part of your financial life into one picture.
Built on Relationships
At Willson Grange, we pride ourselves on strong ongoing relationships with our clients for the long term.
Independent & Fully Qualified
As a professional Independent Financial Planning firm, we uphold the highest quality and moral standards in our day-to-day conduct.
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Who We Typically Work With
We’re a trusted partner for:
Individuals and families with investable assets of £500,000 and above
Have recently sold a business or inherited wealth
Desire an ongoing relationship with a dedicated financial planning partner
Value long-term clarity, stability, and professional financial insight
What You Can Expect
- 01
Discovery Consultation
We get to know you, so our team understand the context around your requirements for financial planning services. We’ll want to know about your lifestyle, values, and financial aspirations so we can make a plan that works for you.
- 02
Building a Strategy
We then create a wealth management approach that covers investments, structures, and key advice tailored to you.
- 03
Implementing Your Plan
Your plan will be implemented with our recommendations, after considering your personal situation and goals.
- 04
Ongoing Review
Review, rebalance and adjust over time in line with market changes, tax rules, and your changing circumstances.
Meet Your Advisers
We are a team of qualified, caring, Independent Financial Advisers with decades of experience helping clients make confident and informed decisions about their future.
Whether you’re looking to preserve wealth, plan retirement, or build a legacy, we’re here to help you achieve your ambitions.
Frequently Asked Questions
- What is Holistic Financial Planning?
Where some advisers purposely focus on just one product or area, holistic financial planning is where all of your financial situation is taken into account. This includes retirement, savings, investments, your income, estate planning, protection, mortgage and debts, and your tax liability. By taking all of these into account, we will understand your circumstances thoroughly and create your own financial plan that is holistic.
- Do I have to be a high earner to work with you?
Many of our clients are high-net-worth individuals, but this doesn’t mean we can’t work with you if you don’t meet this criteria. Our goal is always to see if we can add meaningful value and deliver truly bespoke planning.
- How often do you review portfolios?
We monitor portfolios continuously and formally review them with you at least annually or more often if your situation changes.