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Willson Grange Ltd

Overview:

Willson Grange Limited provides a Financial Planning service that is uniquely personal to each of its clients. We offer our clients a choice of service levels that are transparent and fair. As a new client you will know exactly what to expect from Willson Grange.

Our Financial Planning and Private Client services are designed to help you achieve your long term lifestyle and financial aims.

We will create your own unique Financial Plan and regularly update it, taking account of your changing circumstances and evolving strategy. This is supported by our continual service and competent management of your financial affairs.

As a Company we have gained the prestigious Chartered status from the Chartered Insurance Institute. We are of course regulated by the Financial Services Authority and our Financial Planners possess qualifications above the minimum standard.

History:

Willson Grange was formed in 2000 by Stuart Willson. The Company started with just Stuart and two other staff members. The business was established to create a financial planning and advisory service for Stuart’s clients who were based in West Kirby, Wirral and the North West.

Willson Grange continued to establish itself within the local area by developing its brand. Over the next few years Willson Grange acquired a number of other clients from businesses in Cheshire and Merseyside, developing its client base further.

The business continued to grow from strength to strength and we started working in depth with the legal and accountancy professions in 2002.

During 2003 we started to outgrow our premises in Acacia Grove and in 2004 we acquired and moved into our new premises in Banks Road, West Kirby. The following four years brought further expansion and in 2008 Willson Grange was granted Chartered status by the Chartered Insurance Institute.

We are now firmly focused upon developing and strengthening the Financial Planning route further and our long term strategy is to work with and add value to our clients and our legal and accountancy connections, in order that we can achieve our aim of providing the best Financial Planning propositions in Wirral.

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