Whoever you are, we take the time to get to know; To understand what makes you tick. That means developing a personal understanding and an enduring connection. Only by building a strong relationship with you can we have the honest, personal conversations that will enable us to create the plan that will achieve your goals. We want to offer you the confidence that comes from a better understanding of your financial situation and the options available to you. Free from financial distractions, you can devote more time to what you really enjoy doing.
What we do
We’re Chartered Financial Planners working with private clients and companies across the UK. We help them take control of their finance and plan for a secure future.
What we can
We have the technical skills to make the most of opportunities to protect and grow your wealth. But more than that, our ability to build strong relationships means we can create the bespoke financial plans and investment portfolios that will meet your unique ambitions and deliver peace of mind that your interest are in the right hands.
How our business grows
When clients join us, they stay with us. Their loyalty and willingness to recommend us to their colleagues, friends and family means we rarely advertise. They tell us we’re different from the financial advisers and brokers they’ve dealt with before and you can read their comments around this site.
We are bound to no corporate group, so offer unbiased recommendation from a broad universe of investment opportunities.
Meet The Team.
He has attained the Charted Status as member of the London Institute of Banking & Finance, covering all aspects of Financial Services Industry.
He provides advice on all aspects of retirement planning, investments, personal and business protection and works extensively with clients who are building their pension funds now (through either personal pensions, SIPPs or SSASs) and also those who are retiring and taking benefits. He is also responsible for ensuring that all of the company’s systems, processes and procedures are compliant.
During his career, he has worked with a wide variety of clients with varying needs. When considering financial planning, his focus is on looking at the entire financial picture and providing a holistic solution.
Outside of work he enjoys playing football, and a keen supporter of Leicester City Football Club. In the summer Edward likes to pursue his passion for sailing after passing his RYA Day Skipper (Tidal) qualification and is keen to complete a Coastal & Yachtmaster Qualification in the next 3 years
Bens main responsibilities are to support Edward & Kayley and to help manage client relations whilst keeping all client records up to date. Going to extra mile for their clients to offer a constant support in their many requirements.
Ben has recently become a member of The London Institute of Banking & Finance and it in the process of gaining completing a Certificate in Mortgage Advice and Practice (CeMAP) His ambitions and future goals is to become a Financial Adviser whilst maintaining an integral part of the business.
In his free time, Ben plays football for two football teams on a Saturday and Sunday. The Sunday team is a local youth team based in Weston Park, called AFC Bardo. E.J. Willday Financial Management sponsor the local team to improve local support for unfunded teams.
I have attained my CF1 and CF6 qualification allowing me to advise on all aspects of Mortgage and Protection.
I enjoying helping clients achieve their goals in this area whether it’s buying their dream home, first home, saving them money on their current mortgage, or raising additional funds for their personal needs. I also help portfolio landlords manage their current portfolio and help them to grow it further.
During my career, I have worked with a wide variety of clients with varying needs and work with them to come up with the best solution.
Outside of work I enjoy spending time with my partner and daughter Maya, going to gym, and socialising with friends. In the summer I enjoy family holidays and days out.
In the near future I hope to continue developing my professional skills in order for me to advise on more aspects of financial advice.
What our clients say about us.
- Kirsty DavisAccount Manager
- MartinCollege Lecturer
- Marshall JamesManagement professional
- Harjeeve BathSmall business owner
- AndrewSupply chain analyst
- Christopher CoxIT Design and Training Developer
- Jim SmithTeacher
- Peter O'FlynnGrounds maintenance
- Stefan clarke
- Thakor PatelRetired
- Tom WilsonDirector
- Rebekah SharpeConsultant
- Daniel HaasDesigner