Private Wealth Management

What our clients say

I have found Willson Grange very professional and extremely helpful, providing advice to managing my investment portfolio to maximise use of ISAs and maintaining a balanced portfolio.

We have always been extremely satisfied with the service. We find our advisor very reliable and honest. He has managed our investments for the last ten years and we are very pleased with our returns.

I have felt confident in and welcomed the advice I have received. I would recommend Willson Grange to anyone who is looking for financial advice.

Very professional and calm, enables me to feel at ease with advice when I have concerns.

Have been using Willson Grange over the last 10+ years and have been satisfied with the professional personal service provided.

Very professional - fully understood our needs.

Personal Advice for Complex Lives

As wealth grows, coordinating multiple financial strategies becomes increasingly complex. At Willson Grange Private Clients, we ensure your portfolio and financial infrastructure operate in harmony, delivering stability and resilience regardless of life’s uncertainties.

Our Private Client service provides one-to-one consultations with an expert financial adviser. Through this ongoing partnership, we develop forward-looking strategies that address every aspect of your financial landscape, ensuring your plans are aligned with your unique goals and aspirations.

How We Help You

By partnering with us, you gain access to a team of distinguished financial professionals with deep expertise in advising high-net-worth individuals. Our specialists deliver strategic, tailored guidance across tax optimisation, estate planning, and pension structuring—providing the insight and precision necessary to help you achieve and sustain your long-term financial goals.

As your strategic financial partner, we align with your long-term goals and provide independent expertise to help you reach them efficiently and confidently.

Partnering with us connects you to a team of highly qualified financial professionals dedicated to serving the unique needs of ultra-high-net-worth individuals and high-net-worth individuals. Our experts offer tailored guidance across tax efficiency, estate planning, and pension strategy—helping you protect and grow your wealth with confidence.

Your privacy is our priority. All information you share with us is handled with complete confidentiality and used exclusively to design a financial strategy that aligns with your goals. We work with discretion and transparency, keeping you informed of any changes or opportunities that may influence your plan.