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.
Pension 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 more
With 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 more
Inheritance 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 more
Group 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 more
To find out more about our Services please contact our team today on T. +44 (0) 28 9032 9042 or fill out the form below: