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WillU Financial Group is a financial services company that leverages the power of technology to deliver personalised solutions catered to each organisation. WillU Invest, WillU FX, WillU Life, WillU Insure and WillU Wills all fall under its umbrella.

Asset Management | Specialist Insurance Broker | Wills & Estate Planning | International Payment Specialists | Life & Health Insurance Broker

 

WillU Insure provide insurance solutions and risk management to corporate clients. Specialising in building client portfolios, we work closely with clients to mitigate risks, reducing the exposure to insurers and resulting in preferential premiums and cover.

Superpowers

  • Cyber Insurance
  • Professional Indemnity Insurance
  • Intellectual Property Insurance

Keywords

  • Specialist Insurance Broker
  • Life & Health Insurance Broker

Who we are

A team of like-minded individuals from all areas within the financial services industry with a passion for helping support and protect their clients. Our team is key to who we are and how we operate. We aim to create an atmosphere that encourages a forward-thinking approach and prioritises employee wellbeing. The brand's future is everyone in it and our passion for changing the face of financial services!

Our protection offerings in addition to the above; Construction | Property | Business | High Net Worth | Sports & Entertainment Professional Indemnity | Fleet & Haulage | Jewellers Block & Fine Art Cyber| Travel

We also reward your employees by offering them access to our complimentary rewards platform and giving them opportunity to write a free basic will.

  • Craig C WillU
    CRAIG COPELAND MCSI
    Founding Partner & Group CEO
    Craig entered the financial services sector as a stockbroker and obtained his Level 4 Investment Advice Diploma whist working for an FCA-regulated brokerage firm. His frustrations with a dated industry and a desire to combine the latest technology with traditional financial advice spurred his move to create WillU, which initially started as a financial advisory service but soon became what it is today.

    The business strategy and development are what Craig finds most exciting. He is particularly keen on collaborating with other businesses to maximise the potential of both with supporting others built into the ethos of the company at all levels.
    • Cyber Insurance
    • Business Insurance
    • Intellectual Property Insurance
  • Ross WillU
    ROSS SANDO MCSI
    Founding Partner & Group CEO
    With over 17 years of experience within the finance sector, Ross is a fully qualified Chartered MCSI with a Diploma in Securities and Derivatives. He has a passion for investing and oversees the running of WillU Invest, an FCA authorised and regulated financial advisory service. They specialise in providing advice on Global Equities, Corporate Bonds, Investment Trusts and ETFs. They have access to multiple Global Exchanges to facilitate any investment requirements. Ross's skills and expertise come from a knowledge of the stock market and an ability to help clients navigate the right investment strategy regardless of their investment objectives and goals.

    As a CEO, he helps drive the vision forward and supports the teams in all the companies under the umbrella.
    • Wealth Management
    • Financial Advisor
    • Estate Planning
  • photo of craig
    CRAIG WILSON
    Director of WillU Insure
    Craig has over 17 years of experience across varying sectors within Lloyd’s and London markets, handling all
    aspects from underwriting, broking, risk management and claims settlement.
    • Professional Indemnity Insurance
    • Cyber Insurance
    • Intellectual Property Insurance

Testimonials

  • “If you want fantastic customer experience work with the WillU Group!
    Amazing company. The team were fantastic, providing a tremendous customer experience. Thanks for helping me get my health insurance sorted. I'm sure we will have many more things needed in the future.”
    WILL STOGDALE, MD BOOST DESIGN
  • “I was recommended to WillU as a company that can get things done efficiently and professionally.
    Having been left in a sticky situation by my previous broker, Craig fully explained the situation and found a resolution which increased our cover at no additional cost.
    Highly recommend considering WillU"
    NASHAD, Trustpilot

Advantages

  • WILLU WORLD
    WillU World is a one-stop hub for clients to enjoy discounts and benefits from OVER 250+ brands, access
    wellness classes and find support from external partners, including the charity CALM.
    https://willuworld.yourperx.com/
    Contact Tillie@willu.co.uk
    • Accountancy & Insurance
    WillU Insure
    Contact
  • WILLU APP - Coming Soon!
    One place that stores all your membership numbers, claim information, renewal dates and financial data
    WillU Insure
    Contact