Willday Wealth Management

Willday Wealth Management, financial advice in Leicester

Willday Wealth Management is a financial advisory firm based in Leicester (United Kingdom), founded in 2012 by Edward Willday, the company's current director. The company presents itself as a local firm with roots in the family printing business that the Willday family had run since 1947; the current office space was purchased by Alfred Willday in the 1950s and has housed the activity of four generations.

Edward Willday began his professional career in the banking sector, first at Lloyds TSB Bank and later at St. James's Place Wealth Management. His career in customer service began in 2006, and the firm states that it currently manages a client fund of 40 million pounds with more than 500 clients.

Financial planning services

The firm's activity focuses on professional advice on pensions, mortgages and investments. Its range of products and services includes:

• Private pensions and a pension finding service (Pension Finder).
• ISA and Junior ISA as tax-advantaged investment vehicles.
• Farewill, a service linked to estate and will planning.
• Mortgage advice.

The company also publishes informative content on retirement planning, pension basics, common ISA mistakes, long-term investing, inflation and its effect on investments, pension consolidation and financial planning for parents, among other topics.

Accreditations and professional standards

Willday Wealth Management presents itself as a Chartered firm, which according to its own description implies the highest level of qualification in the financial sector and, in its view, higher-quality advice for clients. The firm also notes its adherence to the Pension Transfer Gold Standard, a voluntary code of good practice for advice on safeguarded and defined benefit pension transfers, and its status as an associate firm of the Society of Mortgage Professionals, which brings together organisations that voluntarily adopt the professional standards of this society.

Environmental commitment

The company declares its intention to join the 1% For the Planet initiative, donating 1% of its gross revenue to causes related to climate change, sustainable food systems, land protection, the fight against pollution and the dumping of toxic waste in oceans, water quality and wildlife. It also states that it offsets its paper use by planting trees and that it has been invited to take part in plantings with The Woodland Trust in 2024. The firm also states that it is working to become a B Corporation member.

Office and customer service

The company operates from its office on Duns Lane, in Leicester, and offers assistance by telephone and email. Its team and services are presented under the motto of putting the client at the centre of its activity, and the firm highlights its clients' ratings on review platforms.

Location and contact

Phone: 0116 222 0119 · Email: hi@willdaywm.co.uk