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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 Life is a corporate Life and Health Insurance Broker. We encourage healthy, active lifestyles and reward employees for this with benefits and discounts. We offer a range of services including Death in Service, Business Healthcare, Relevant Life, Keyperson, Shareholder Protectionand executive income protection for businesses.

Superpowers

  • Business Protection
  • Business Health Insurance
  • Wills & Estate Planning

Keywords

  • Asset Management
  • Life & Health Insurance Broker
  • Wills & Estate Planning

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 offerings include; Death in Service, Business Healthcare, Relevant Life, Keyperson, Shareholder Protection and executive income protection for businesses.

We also reward your employees by offering them access to our complimentary rewards platform and giving them the 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.
    • Business Protection
    • Corporate Health Insurance
    • Keyperson 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 FC 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
  • Georgia Parker
    GEORGIA PARKER
    Protection Specialist
    As a trained Financial Adviser, Georgia has experience in different roles within the financial services industry. She specialises in personal and business life & health insurance, ensuring that individuals and companies are protected with quality insurance that will pay out when needed.

    Georgia ensures clients have a bespoke medical and insurance review, with all their financial short falls fully protected. She is trained in underwriting, specialising in unique pathways and working with chief medical underwriters. This gives her an in-depth understanding of the protection underwriting market and best practices in dealing with complex medical history and disclosures.
    • Business Health Insurance
    • Business Protection
    • Executive Income Protection

Testimonials

  • “Making the decision to work with WillU Life was an easy one. We researched the market for service and cost, and the WillU Life team came out on top with both. It was apparent early on our interests were aligned and the team did an incredible job of making the process seamless. I feel extremely happy that our team at Fly Now Pay Later are now covered and that they receive a number of great rewards and partners that they can utilise and benefit from.”JASPER DYKES CEO, FLY NOW PAY LATER
  • "Since working with WillU Life we have been able to offer our employees a number of tangible benefits as well as saving the Momenta Group a significant outgoing. WillU Life have made the process of switching policies seamless, always able to offer answers to any queries quickly and efficiently."
    CATH DAVIS GLOBAL HEAD OF HR
  • “Always feel comfortable talking to Lawrie, knowing that I’m getting the best advice and deal possible. Talks me through what’s best for m e with his knowledge and how things would look beforehand, and then we go from there. Easy and efficient way of looking after your health when putting your trust in someone who has best intentions for the customer. Appreciate it always.”SCOTT DAVIES

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
    WillU FX
    Contact
  • WILLU APP - Coming Soon!
    One place that stores all your membership numbers, claim information, renewal dates and financial data.
    WillU FX
    Contact