Willson Grange Limited was formed in 2000 by Stuart Willson and was established to create a financial planning and advisory service for Stuart’s clients who were based in West Kirby, Wirral and the North West.

Over the next few years Willson Grange Limited continued to establish itself, developing its client base by acquiring a number of other clients from businesses in Cheshire and Merseyside area.

Growing from strength to strength, in 2004 we acquired our new premises in Banks Road, West Kirby and the following four years brought further expansion. In 2008 Willson Grange Limited was granted Chartered status by the Chartered Insurance Institute.

We firmly focus on developing and strengthening the Financial Planning route further. Our long term strategy is to work with and add value to our clients and our legal and accountancy connections, in order that we can achieve our aim of providing the best Financial Planning propositions in Wirral.

Finally in 2009 Willson Grange Limited became Partners in the acclaimed St. James's Place Partnership which will further enhance and guarantee our service levels.