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Wealth Management

Helping You Keep What You've Earned

Taking care of the money you’ve earned doesn’t have to be a source of anxiety. We want to help you build your wealth and protect against future financial liabilities – after all, you’ve worked hard for your money.

Willis Cooper can help your money grow in a way that suits you, your circumstances and your goals. We’ll listen to you so that we can find out what you want from your money and how you’d like it to work for you – both now and in the future.

There are a wide variety of options out there, and we’ll put together the ones that are perfectly tailored to you. We’ll put together a firm and carefully considered strategy to help you make the most of your assets – simply, but effectively.


We’ve helped many of our clients to optimise their finances, both on a personal and corporate level. We’re very proud of our achievements, and we’re also very proud of what our clients have had to say about us.

Take a look at some of their comments and we think you’ll see why.

Making The Most Of Your Money

We offer a wide range of personal and corporate wealth management strategies. Whether you are planning on starting a family, safeguarding your corporate assets or considering your portfolio management options, we can help you to make the most of your money.

By talking with you we’ll establish your attitude towards risk and discuss the current performance of your portfolio should you already have one and plan how best to make the most of your wealth. Once we have a plan in place we’ll keep you updated as to how it is performing and you can rest assured that we’ll be available to answer any queries.

You’ll find us to be totally transparent at all times. We’re also trustworthy, reliable and flexible to your needs. That way you get complete peace of mind when it comes to you and your money.


Talk To Us About...

We give you peace of mind that your finances are being proactively and professionally managed, so whether you want reliable and impartial advice on pension schemes, investments, protection or trust planning, all you have to do is talk to us today.

Even if you’re not entirely sure which financial option is likely to be the best for you, we can help to point you in the right direction.

Call David at Willis Cooper today on 01773 881045.