About Us
We help secure your financial future with expert guidance, ensuring your wealth is managed with transparency and care.
Client-Centric Focus
Our clients are at the heart of everything we do. Our team of advisers take the time to understand your unique financial goals, risk tolerance, and personal values. We build customised financial plans tailored to your specific needs, ensuring that your financial journey is as smooth and rewarding as possible.
See our reviews here!
Sustainable Commitments
We are deeply committed to sustainability, both in how we operate and in the investment choices we offer. By investing in a sustainable future, we not only aim to generate positive returns but also to contribute to a better world for future generations. Read more about our sustainability here!
Holistic Financial Planning
True financial well-being extends beyond traditional investment management. Our holistic approach encompasses every aspect of your financial life, from retirement and estate planning to tax optimisation and risk management. We’ll work with you to develop a plan that addresses your short-term needs and long-term aspirations.
JULY
Willday Wealth Management was founded by Edward Willday.
AUGUST
Willday Wealth Management was award Pension Gold Standard for upholding the highest Quality advice around Pension Transfer.
FEBRUARY
Our Company Director becomes a Chartered member of the London Institute of Banking and Finance University.
JUNE
Willday Wealth Management began its collaboration with the De Montfort University Internship scheme, helping interns gain experience.
NOVEMBER
We reached 500 Find My Pension users and found over £1 million in lost pensions.
JUNE
Willday Wealth Management’s App launched, making it quick and simple to view your pensions.
DECEMBER
We welcomed a new partner True Potential, to help with Technology, to consolidate users’ pensions and offer the user cash back rewards.
JULY
Rohit Prajapati joined the firm as a Senior Partner and Chartered Financial Planner, bringing a wealth of expertise and experience to the company.
AUGUST
Willday Wealth Management became a corporate member of the Woodland Trust, declaring our commitment to making the planet greener.
AUGUST
Our new office construction began, keeping our Sustainable commitment in mind. It will feature a full garden roof with heat pumps and solar panels.
Willday Wealth Management was founded
We were awarded the Pension Gold Standard
Our Company Director becomes Chartered
We began the participating in the DMU Internship scheme
We found over £1 million in lost pensions
Willday Wealth Management’s App pension app launched
We begain our partnership with True Potential
Rohit Prajapati joined the firm as a Senior Partner and Chartered Financial Planner
Edward wins the Client Engagement Leader Award
JULY
Willday Wealth Management was founded by Edward Willday
AUGUST
Willday Wealth Management was award Pension Gold Standard for upholding the highest Quality advice around Pension Transfer.
FEBRUARY
Our Company Director becomes a Chartered member of the London Institute of Banking and Finance University.
MAY
Find My Pension launched, providing a FREE service to help locate people’s pensions.
JUNE
Willday Wealth Management began its collaboration with the De Montfort University Internship scheme, helping interns gain experience.
NOVEMBER
We reached 500 of Find My Pension users and found over £1 million in lost pensions.
JUNE
We reached 500 of Find My Pension users and found over £1 million in lost pensions.
NOVEMBER
We reviewed the companys Sustainable Attitude. The director purchased a Tesla with a welcomed charging point for all employees.
DECEMBER
We welcomed a new partner True Potential, to help with Technology, to consolidate uses pensions and offer the user cash back rewards.
JULY
Rohit Prajapati joined the firm as a Senior Partner and Chartered Financial Planner. Bring a wealth of expertise and experience to the company.
AUGUST
Willday Wealth Management became a corporate member of the Woodland Trust, declaring our commitment to making the planet greener.
AUGUST
Willday Wealth Management became a corporate member of the Woodland Trust, declaring our commitment to making the planet greener.
Our Office
Our dedicated team of advisors are located on Duns Lane, Leicester, a short journey from the city centre. This location gives us the flexibility for both in person and digital consultations that align with your schedule.
Our Team
At Willday Wealth Management, we believe that our strength lies in the talented individuals who drive our success. Meet the dedicated professionals who are comitted to helping you achieve your financial goals.
Our Office
Our dedicated team of advisers are located on Duns Lane, Leicester, a short journey from the city centre. This location gives us the flexibility for both in-person and digital consultations that align with your schedule.
Find Us
Our Team
At Willday Wealth Management, we believe that our strength lies in the talented individuals who drive our success. Meet the dedicated
professionals who are committed to helping you achieve your financial goals.
Meet the Team
