Hello here at E.J.Willday Financial Management

We advise on all your financial needs and circumstances

We specialise in delivering face-to-face, personalised financial management advice through our expert advisory arm. In the increasingly complex financial environment we believe high quality, face-to-face advice is important for everyone.

Delivered by our advisers, our advice covers financial investments, pensions, ISAs, defined benefits pensions, managing investment, long-term care, mortgages, business planning and tax planning individually tailored to a client’s lifestyle goals and stage of life.

For Individuals

Helping you and your family with expert financial planning and investment management. Building your wealth, protecting you and your loved ones, and planning for the future

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Financial Advisers

 

Helping you and your family with expert financial planning and investment management. Building your wealth, protecting you and your loved ones, and planning for the future

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Solicitors & Accountants

Helping you and your family with expert financial planning and investment management. Building your wealth, protecting you and your loved ones, and planning for the future

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Charities

 

Helping you and your family with expert financial planning and investment management. Building your wealth, protecting you and your loved ones, and planning for the future

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Mortgages & Protection

We provide whole of market advice on residential mortgages and consumer buy to lets. We have no favourite, as we tailor the mortgage around your goals and objectives.

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Investments

We also provide access to a range of investment products which are designed to manage risk and provide consistent returns over the medium to long-term.

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Pensions

We specialise in pension advice, whether you’re planning retirement or nearing retirement, we believe that retirement is more than just planning for the future; it’s about making the most of the here and now.

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Business Advice

Now, tomorrow and the future, we can help your business grow with a range of expertise, working with your accountant and solicitor to make you daily activities run smoother.

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Estate Planning (IHT)

We can take steps that help prevent paying large inheritance tax bills, working within the HMRC guidelines we can accomplish large savings for your most loved beneficiaries.

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Tax Strategies

We cover all different types of tax strategies, from buy to let landlords (LTD company purchases), pension income lifestyle strategies, tax and trust planning for different types of minors.

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We Can Help Make The Right Decisions

What our clients say about us.

  • I have used E J Willday for both financial and mortgage advice and would highly recommend the whole team and their personable and professional service.
    Kirsty Davis
    Account Manager
  • Ed and the team have been superb from day one, they respond immediately to any queries giving sound sensible financial advice. I’m now mortgage free for the first time in 30 years thanks to them. I highly recommend Ed and his team, you won’t be disappointed.
    Martin
    College Lecturer
  • I’m overwhelmed with the service provided by Edward and the team on my recent investments. Edward is a knowledgeble individual that has been pivotal in advising the options available for me to grow my investment portfolio. Many thanks.
    Marshall James
    Management professional
  • Ed and the team helped me with many solutions regarding my business and planning for my future. I would highly recommend E.J. Wilday management to anyone.
    Harjeeve Bath
    Small business owner
  • Top class service from the start to finish with my remortgage. EJ Willday managed to secure me a great deal. I will certainly be recommending their services to friends and family.
    Andrew
    Supply chain analyst
  • Fantastic and very professional fianancial services provided for my mortgage. Pleasure working with Edward and the team!
    Christopher Cox
    IT Design and Training Developer
  • Amazing advice from highly knowledgable people. I would recommend their service to anyone.
    Jim Smith
    Teacher
  • Very helpful throughout every stage of completing my mortgage would recommend EJ Willday financial management to anyone!
    Peter O'Flynn
    Grounds maintenance
  • Great help with recent remortgage
    Stefan clarke
  • Ed and the team went the extra mile for my first mortgage. Keeping me informed at every step, finding the best deal for me and my circumstances & always answering any questions we had. Great service
    Nicholas
  • I have known Edward for 14 years and I can honestly say he has not just been an excellent financial adviser, but in this time he has become a good friend of mine. Helping me redeem my mortgage and take early retirement. If you're reading this review, I would recommended Edward to anyone seeking trust worthy financial advice. Good luck with the new business Edward and once again thank you for your time.
    Thakor Patel
    Retired
  • So happy with the advice!
    Tom Wilson
    Director
  • Amazing, Super Friendly Advice!! Thank you
    Rebekah Sharpe
    Consultant
  • Super Good Service, Would Recommend 100%
    Daniel Haas
    Designer