Meet The Team

Stuart founded Willson Grange Limited in 2000 and is still responsible for all the underlying operations of the company.

With an extensive career in financial services, Stuart advises a substantial portfolio of loyal clients on a broad range of complex financial matters — including personal and corporate investment planning, taxation and trust structuring, and retirement strategies. His advice is grounded in deep technical expertise and an unwavering commitment to achieving the best possible outcomes for his clients.

Stuart’s approach to wealth management combines comprehensive knowledge of pensions, investments, and financial protection with a strong focus on long-term relationships and service excellence. Under his leadership, Willson Grange has earned a reputation for integrity, insight, and results — a reflection of Stuart’s dedication, experience, and ability to consistently deliver value to individuals, families, and businesses alike.

As CEO, Stuart is dedicated to fostering a culture that prioritises excellence, professionalism, and genuine client care. His leadership continues to drive Willson Grange’s success, shaping a firm that delivers enduring value and builds long-term relationships founded on trust, performance, and service of the highest standard.

As Managing Director, Hannah is responsible for supporting the firm’s overall strategic direction, operational performance, and long-term growth. In this role, Hannah provides leadership across Finance, Human Resources, and Operations, ensuring that each function aligns with the company’s objectives and delivers sustained value for clients, stakeholders, and employees.

With a distinguished career encompassing merchant banking, asset finance and wealth management, Hannah brings deep expertise in financial markets, corporate governance, and strategic capital allocation, underpinned by a proven track record of driving growth and delivering value for clients, stakeholders and employees.

Hannah is dedicated to fostering a people-focused culture that empowers teams, encourages collaboration and innovation, and upholds the highest standards of professionalism — ensuring that excellence in service and outcomes for clients remains at the heart of the firm’s success.

Sarah serves as Executive Assistant and Office Manager at Willson Grange, providing comprehensive support to senior leadership while overseeing the firm’s operational functions. In this role, Sarah ensures that day-to-day office activities run efficiently, from managing complex calendars and executive communications to coordinating meetings, travel, and key events.

Beyond executive support, Sarah plays a critical role in operations management, overseeing office system and workflow processes to ensure smooth business operations. With a focus on organisation, efficiency, and proactive problem-solving, Sarah enables leadership to concentrate on strategic priorities while maintaining a professional, collaborative, and high-performing workplace. By combining executive support with operational oversight, Sarah helps drive both internal productivity and the delivery of exceptional client service.

Simon is a Senior Financial Adviser at Willson Grange, bringing extensive expertise in wealth management, investment strategy, and financial planning. With a career spanning over 30 years, Simon is an expert in providing tailored guidance to individuals, families, and businesses, helping clients navigate complex financial decisions with confidence and clarity.

With a deep understanding of investments, retirement planning, tax and trust strategies, and risk management, Simon develops comprehensive financial plans designed to achieve both short- and long-term goals. Simon is committed to building lasting relationships through personalised advice, proactive communication, and a focus on delivering measurable results.

Through a combination of technical expertise, market insight, and client-centric service, Simon empowers clients to make informed financial decisions and secure their financial future.

James is a Senior Financial Advisor at Willson Grange specialising in providing strategic guidance to individuals, families, and business clients. With a strong focus on personalised wealth management, James helps clients navigate investment planning, retirement strategies, tax efficiency, and risk management to achieve their financial goals.

Bringing both technical expertise and practical insight, James takes a holistic approach to financial planning, tailoring solutions to each client’s unique circumstances and long-term objectives. James is dedicated to building enduring relationships based on trust, transparency, and proactive advice.

Craig is a Financial Adviser at Willson Grange, serving as a trusted partner to clients by providing strategic guidance across investments, retirement planning, tax and trust management, and cash flow optimisation. With a focus on long-term financial planning, Craig helps clients align their resources and goals to create sustainable, lasting wealth.

Renowned for combining technical expertise with a client-centred approach, Craig builds strong, enduring relationships grounded in trust, transparency, and insight. By carefully managing cash flows and crafting comprehensive financial strategies, Craig empowers individuals, families, and businesses to make confident and informed decisions to achieve their long-term financial objectives.

Manuel is a Senior Paraplanner at Willson Grange, providing expert support in the development and implementation of comprehensive financial plans for clients. With a deep understanding of investment strategy, retirement planning, pensions, tax planning, and trusts, Manuel ensures that financial advice is accurate, compliant, and aligned with each client’s long-term objectives.

Within the role, Manuel works closely with financial advisers to translate complex financial data into actionable recommendations, creating detailed reports and models that guide decision-making. Known for meticulous attention to detail, strong analytical skills, and a proactive approach, Manuel plays a key role in supporting advisors to deliver high-quality, client-focused wealth management solutions.

Jagdeep is a Paraplanner at Willson Grange, supporting financial advisers in delivering tailored wealth management solutions. With expertise in investment research, retirement planning, pensions, trusts, and cash flow analysis, Jagdeep ensures that every financial plan is precise, actionable, and aligned with client objectives.

Jagdeep plays a key role in translating complex financial data into clear recommendations, producing reports, forecasts, and scenario analyses that guide strategic decision-making. Known for a meticulous and analytical approach, Jagdeep helps financial advisors provide the highest standard of service to clients to make informed, confident recommendations.

Katie is a Client Services Executive at Willson Grange, dedicated to ensuring a seamless and exceptional experience for clients. Katie act as a key point of contact for client inquiries and service coordination, supporting both clients and financial advisers in delivering timely and accurate solutions.

With a strong understanding of financial products, client administration, and operational processes, Katie ensures that every client interaction is handled efficiently, professionally, and with attention to detail. Known for excellent communication skills, responsiveness, and a client-centred approach, Katie plays a key role in enabling advisers to focus on strategic financial planning while maintaining high levels of client satisfaction.

Daniel is an Administrator at Willson Grange, providing integral support to the wider team through platform management and case processing. Daniel oversees administrative client queries, transaction processing, and coordination with financial platforms to ensure accuracy and efficiency in all client-related activities.

With a detail-oriented and proactive approach, Daniel plays a key role in supporting advisers by streamlining workflows, managing platform relationships, and ensuring that cases are processed smoothly and on time. Daniel’s work enables the advisory team to focus on delivering strategic financial guidance while maintaining a seamless client experience.

Neil is an IT Support Specialist at Willson Grange, providing critical technology support to ensure the smooth and secure operation of the firm’s systems. Neil manages hardware, software, network infrastructure, and cybersecurity, enabling financial advisors and business teams to work efficiently and securely.

With a proactive and solutions-focused approach, Neil troubleshoots technical issues, implements system upgrades, and ensures compliance with data protection and industry regulations. Neil’s expertise supports the firm’s operational continuity and allows advisers to focus on delivering exceptional financial guidance and client service without disruption.

Robert is part of the business support team at Willson Grange, providing reliable transportation and logistical support for the firm’s staff and operations. Robert ensures the safe, punctual, and efficient movement of personnel and documentation, contributing to the smooth running of day-to-day business activities.

Upholding professionalism and attention to detail, Robert supports the broader team by enabling seamless operational efficiency. Robert’s role helps maintain the firm’s commitment to high standards of service and ensures that staff can focus on delivering exceptional financial guidance to clients.

Ian is the Head of Willson Grange Mortgages, leading the firm’s mortgage advisory business. With extensive experience in residential, commercial and buy-to-let mortgages, Ian provides strategic guidance to clients, helping them navigate all levels of mortgages solutions.

Ian combines in-depth market knowledge, regulatory expertise, and a client-focused approach to deliver tailored mortgage strategies. Known for building strong relationships with clients and professional partners alike, Ian ensures seamless execution, from initial assessment to completion, while maintaining the highest standards of service and compliance.

The mortgage team consistently delivers innovative solutions, operational efficiency, and a superior client experience, contributing to the firm’s reputation for excellence in financial services.