WillU Financial Group
WillU Financial Group provides personalized financial advice while utilizing technology. Their focus is on supporting clients' financial, mental, and physical health throughout their life journey.
- Wills
- Investments
- Life Insurance
- Wealth Planning
- Wellness Services
- Insurance Services
- Workplace Pensions
- Currency Exchange (FX)
Locations
Digital Popularity
Competitors
Killik & Co is an independently-owned wealth management partnership that has been helping families save, plan, and invest since 1989.
Trowlock Wealth Management LLP is a financial advisory firm that provides high-quality wealth management services to individuals, businesses, and trustees.
Barclays Wealth Management offers a personal and proactive approach to managing your wealth, creating unique solutions tailored to your ambitions.
Company Details
WillU Financial Group is operated by Willu Invest Limited and is a Active company incorporated on 9 December 2015 with the registered office located in Borehamwood, Hertfordshire. Willu Invest Limited was registered 9 years ago.
Status
Active
Size
Micro
Directors
2
Age
9 years old
Employees
6
Turnover
Unreported
Total Assets
£361.25K
Cash in Bank
£61.07K
Total Liabilities
-£253.7K
Teams
15
11
4
2
2
Co-Owner & Group Commercial Director • Joined Jun 2020
Founding Partner • Joined Jan 2019
Director • Joined May 2017
Director • Joined May 2017
Operations Manager • Joined Dec 2022
Compliance Manager • Joined Oct 2023
Relationship Manager • Joined Feb 2025
Head Of Insurance • Joined Apr 2024
Head Of Protection • Joined Jan 2023
Group Relationship Director • Joined Feb 2024
Co-Owner & Group Commercial Director • Joined Jun 2020
Founding Partner • Joined Jan 2019
Director • Joined May 2017
Director • Joined May 2017
Operations Manager • Joined Dec 2022
Compliance Manager • Joined Oct 2023
Head Of Insurance • Joined Apr 2024
Head Of Protection • Joined Jan 2023
Group Relationship Director • Joined Feb 2024
Head Of Health Insurance • Joined Dec 2022
FX Dealer • Joined Nov 2024
Group Relationship Director • Joined Feb 2024
Insurance Broker • Joined Oct 2023
Brand Ambassador • Joined Jan 2024
Administrative Assistant • Joined Jun 2024
Apprentice • Joined Oct 2022
Group CEO - WillU Financial Group • Joined May 2017
Head Of Corporate Wellness • Joined Aug 2019
View 15 members