Our independent financial advisors are skilled in recommending smarter choices that roadmap long-term prosperity for businesses and private clients.
Willis Wealth Management is an experienced team of independent financial advisors, employment specialists and brokerage experts, skilled in recommending smarter choices that roadmap long-term prosperity for businesses and private clients. With a reputation for providing exceptional service and insightful advice, we take pride in being pragmatic and flexible – offering guidance based on individual needs rather than a rigid, one-size-fits-all approach.
Personal Services
You work hard to earn income to invest so you want to maximize the return on your investments.
However, the world of investment management can appear very confusing as there are numerous ways to invest in a variety of different assets.
Find out moreNo doubt you have adequate insurance on your property, its contents and the car you drive. But what about assuring your life and protecting your family in the event of something happening to you or a loved one?
Find out morePension savings have evolved considerably since the major changes announced in 2006 that were supposed to herald the new age of pensions simplification. Eight years on we have had changes up and down in the lifetime limit and annual contribution limits, accompanied by transitional protection regimes each time a change has been made.
Find out moreWith people living longer and healthier lives most of us look forward to an enjoyable retirement and making the most of our increased leisure time. However in order to maintain your standard of living and enjoy the retirement you are hoping for, you need to give serious consideration to your retirement provision.
Find out moreInheritance Tax has been described by Labour MP Stephen Byers as "penalty on hard work, thrift and enterprise".
With a sharp increase in property values in recent years many families could face the prospect paying Inheritance Tax on the passing of their family home before they even consider the value of other assets.
Find out moreVCTs are listed on the London Stock Exchange and provide capital finance for small, expanding companies with the aim of making capital returns for investors. They are a tax efficient way to invest into UK smaller companies.
Find out moreBusiness Services
Have you thought about what could happen if your business lost a key person through illness, injury or even death?
Find out moreAs a company director, shareholder or partner your business is often one of your major assets. It is therefore important to safeguard the ownership of the company in the event of the death of either you or one of your business partners.
Find out moreAttracting and recruiting high calibre and loyal staff to your company often requires more than a competitive salary.
Create a bespoke Employee Benefits package with one of the Northern Ireland experts.
Find out moreGroup Personal Pension Plans (GPPs) are a relatively straightforward method of providing your employees with a pension arrangement.
Find out moreWhat would be the cost to your business if one of your key staff fell seriously ill? Could your business afford to wait whilst they are waiting for NHS treatment?
Find out moreGroup Income Protection pays a proportion of employee’s salary if they are off work due to accident or illness for a prolonged period. Having Group Income Protection gives both employer and employee peace of mind during what can be a difficult time
Find out moreA group life assurance scheme enables employers to provide a tax free lump sum benefit and/or a dependent's pension to an employee’s family and children, if they should die in service.
Find out moreA Health Cash Plan is a low cost health plan that pays cash sums towards the cost of a wide range of treatments.
Find out moreGroup Critical Illness Cover pays a tax-free lump sum directly to your employee should they suffer any of a list of defined medical conditions or surgical procedures, classified as critical illness events and survive for 14 days or 6 months in the event of Permanent Total Disability.
Find out moreAutomatic enrolment laws apply to all employers in the UK, regardless of size or industry. Each employer has or will be assigned a staging date, the date by which the employer is required to comply with its automatic enrolment duties.
Find out moreTo find out more about our Services please contact our team today on T. +44 (0) 28 9032 9042 or fill out the form below: