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Edward Willday
Managing Director
Our Director, Edward, is a not only a Chartered Financial Planner, but also holds an Investment Management Certificate. Coming from a family of business directors, he has collaborated closely with his father and brother in printing and residential property ventures.
Sophie Wreford
Financial Adviser
Meet Sophie, our newest financial adviser with three years of experience. She joined the industry in September 2021 and loves financial planning. Outside work, she enjoys walks, runs, puzzles, exploring new cuisines and travel, and binge-watching TV shows.
Rohit Prajapati
Senior Partner and Chartered Financial Planner
Rohit, a Chartership Programme colleague of Edward since 2009, advises clients at Willday Wealth Management, offering regulated advice. Fluent in English, Gujarati, and Hindi, he effectively assists diverse clients. Outside work, he enjoys traveling, especially to Thailand and Santorini.
Georgia Fenn
Marketing Coordinator
Georgia has been with us since February 2023, managing the firms marketing campaigns and brand design. In her spare time, Georgia also holds a Private Pilots Licence and enjoys flying at her local airfield.
Kayley Brant
Mortgage and Protection Adviser
Meet Kayley, a key team member since March 2018 with 15 years in financial services and a Certificate in Mortgage Advice. Outside work, she enjoys making TikTok videos with her daughter, Maya. Kayley's dedication and experience greatly benefit our team.
Rosie Stephenson
Web Developer
Meet Rosie, our dedicated Web Developer who began her journey with us on the De Montfort University Internship Programme. With a keen eye for detail, she ensures our website runs smoothly. Beyond work, Rosie enjoys cooking and experimenting with new recipes.
Charlotte Lucas
Trainee Paraplanner
We’re excited to welcome Charlotte as our new trainee paraplanner. With a strong finance background and a keen eye for detail, she’s ready to dive into our client-focused approach. Please join us in supporting Charlotte as she starts this promising journey with us!
Edward Willday
Managing Director
Our Director, Edward, is a not only a Chartered Financial Planner, but also holds an Investment Management Certificate. Coming from a family of business directors, he has collaborated closely with his father and brother in printing and residential property ventures.
Sophie Wreford
Financial Adviser
Meet Sophie, our newest financial adviser with three years of experience. She joined the industry in September 2021 and loves financial planning. Outside work, she enjoys walks, runs, puzzles, exploring new cuisines and travel, and binge-watching TV shows.
Rohit Prajapati
Senior Partner and Chartered Financial Planner
Rohit, a Chartership Programme colleague of Edward since 2009, advises clients at Willday Wealth Management, offering regulated advice. Fluent in English, Gujarati, and Hindi, he effectively assists diverse clients. Outside work, he enjoys traveling, especially to Thailand and Santorini.
Georgia Fenn
Marketing Coordinator
Georgia has been with us since February 2023, managing the firms marketing campaigns and brand design. In her spare time, Georgia also holds a Private Pilots Licence and enjoys flying at her local airfield.
Kayley Brant
Mortgage and Protection Adviser
Meet Kayley, a key team member since March 2018 with 15 years in financial services and a Certificate in Mortgage Advice. Outside work, she enjoys making TikTok videos with her daughter, Maya. Kayley's dedication and experience greatly benefit our team.
Rosie Stephenson
Web Developer
Meet Rosie, our dedicated Web Developer who began her journey with us on the De Montfort University Internship Programme. With a keen eye for detail, she ensures our website runs smoothly. Beyond work, Rosie enjoys cooking and experimenting with new recipes.
Charlotte Lucas
Trainee Paraplanner
We’re excited to welcome Charlotte as our new trainee paraplanner. With a strong finance background and a keen eye for detail, she’s ready to dive into our client-focused approach. Please join us in supporting Charlotte as she starts this promising journey with us!
Willday Podcasts
Welcome to Willday Podcasts by Willday Wealth Management! Get expert tips on finance, investments, and pensions. From DIY investing tips to retirement strategies, we’re here to help you take control of your financial future. Subscribe now!
Willday Podcasts
Welcome to Willday Podcasts by Willday Wealth Management! Get expert tips on finance, investments, and pensions. From DIY investing tips to retirement strategies, we’re here to help you take control of your financial future. Subscribe now!
Edward Willday
Company Director
Our Director, Edward, is a not only a Chartered Financial Planner, but also holds an Investment Management Certificate. Coming from a family of business directors, he has collaborated closely with his father and brother in printing and residential property ventures.
Edward Willday
Edward Willday
Company Director
Our Director, Edward, is a not only a Chartered Financial Planner, but also holds an Investment Management Certificate. Coming from a family of business directors, he has collaborated closely with his father and brother in printing and residential property ventures.
Sophie Wreford
Financial Adviser
Meet Sophie, our newest financial adviser with three years of experience. She joined the industry in September 2021 and loves financial planning. Outside work, she enjoys walks, runs, puzzles, exploring new cuisines and travel, and binge-watching TV shows.
Rohit Prajapati
Senior Partner and Chartered Financial Planner
Rohit, a Chartership Programme colleague of Edward since 2009, advises clients at Willday Wealth Management, offering regulated advice. Fluent in English, Gujarati, and Hindi, he effectively assists diverse clients. Outside work, he enjoys traveling, especially to Thailand and Santorini.
Georgia Fenn
Marketing Coordinator
Georgia has been with us since February 2023, managing the firms marketing campaigns and brand design. In her spare time, Georgia also holds a Private Pilots Licence and enjoys flying at her local airfield.
Kayley Brant
Mortgage Adviser
Meet Kayley, a key team member since March 2018 with 15 years in financial services and a Certificate in Mortgage Advice. Outside work, she enjoys making TikTok videos with her daughter, Maya. Kayley’s dedication and experience greatly benefit our team.
Rosie Stephenson
Web Developer
Meet Rosie, our dedicated Web Developer who began her journey with us on the De Montfort University Internship Programme. With a keen eye for detail, she ensures our website runs smoothly. Beyond work, Rosie enjoys cooking and experimenting with new recipes and spending time with her cat Buffy.
Charlotte Lucas
Trainee Paraplanner
We’re excited to welcome Charlotte as our new trainee paraplanner. With a strong finance background and a keen eye for detail, she’s ready to dive into our client-focused approach. Please join us in supporting Charlotte as she starts this promising journey with us!
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Our Products
All of our products are designed to help you meet your financial goals, whether it’s a retirement in the sun or a modest starter home.
Tax treatment depends on your individual circumatances and may be subject to change in the future
Pension
An easy to use, easy to track personal pension with 25% government top-up on your contributions.
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Lifetime ISA
Make use of your 25% government bonus when investing for your first home or retirement.
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General investment account
A simple, flexible General Investment Account with no limits on how much you can contribute.
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Stocks and shares ISA
Tax-free returns on up to £20,000 each tax year. Investing made easy.
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Junior ISA
After a parent or guardian has opened an ISA, anyone including parents, friends and family can contribute a total of £9000 per tax year. The named child can manage the account from 16 and access the funds when they turn 18.
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How it Works
It’s straightforward to invest with Willday Wealth Management, just follow these three steps.
Set your goal.
Tell us a little about yourself, how much you want to put in and what risk level works for you.
If you let us know what your goals are, we aim to help you achieve them.
Choose an investment style.
Between Fully managed, Fixed allocation, Socially responsible investing, Thematic investing or Smart Alpha portfolios powered by J.P. Morgan Asset Management. Choose the style that suits you, then decide whether to invest straight away or drip-feed your cash into the markets.
Leave it to us.
Our in-house investment team have built a range of portfolios and will invest to match your chosen investment style. We’ll let you know what you are invested in and how your investments are performing.
How can we help?
We can answer any question you have about Willday Wealth Management, your account, and the products and services we offer.
✓ Change your account settings
✓ Arrange ISA and pension transfers
✓ Help you understand your investments
✓ Explain market movements
✓ Explain our products and services
Capital at risk. Tax treatement depends on your individual circumstances and may change in the future.