Willson Grange Limited
Financial Planners
50 Grange Rd, West Kirby, Wirral CH48 4EF
Most Recent Comments
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February 2022
Just like to say how professional Peter Heale is in his financial advice position for this company. Nothing is too much trouble for him to explain to you about your finances. Peter is a great asset to this company owned by Stuart Wilson. Thank you Pete for all your help
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March 2021
Used their brokerage service as a first time buyer, slightly hesitant at first but it was worth every penny in the end.Special thanks to my assigned broker - Becky, who went above and beyond throughout the entire process and offered exemplary service and advice whilst dealing with a myriad of unexpected issues along the...
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March 2021
I've known and worked with Peter Heale for over ten years. His professionalism and integrity are beyond reproach. He is one of those rare individuals that combine extra ordinary business acumen with superb inter personal skills. I heartily recommend Pete and his company to anyone needing financial advice.
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From Willson Grange Limited
We are a trusted financial advisory firm that provides tailored investment management and financial planning services to high net worth individuals, families, and businesses.
Our team of experienced professionals works closely with each client to develop personalised investment strategies that align with their unique goals and needs.
Our comprehensive approach to wealth management combines investment management, tax planning, estate planning, risk management, and retirement planning.
