Consolidating financial services

We’re simplifying financial services for businesses and individuals to support their financial, mental and physical health, at all stages of their life journey.

Smarter financial solutions for business and life

Explore tailored services for SMEs and individuals, plus seamless access to benefits and tools.

Business

We are a specialist financial services broker and adviser to SMEs in the UK.
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Personal

We work with high-net worth individuals to manage their investments, foreign currency exposure and insurance policies.
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WillU Wallet

All of this is underpinned by WillU Wallet, our first-of-its kind app, which allows business owners, their employees and individuals to access all their financial services and employee benefits in one place.
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Case studies

Find out how we’re supporting business owners, SMEs and their employees with their financial services and employee benefits.

From brokering vital insurance for SMEs, to helping businesses grow internationally through our foreign exchange services, our case studies showcase the range and impact of our services.
CTC Europe
CTC Europe is a logistics company that specialises in the …
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Trade Nation
Trade Nation are a global trading and spread betting platform.
Read case study
Andersen James Group
A fast-growing recruitment business with clients in the UK USA, …
Read case study
See all

All your financial needs.
One trusted partner.

What our clients say

Real feedback from our trusted clients.

Jasper Dykes
Jasper Dykes
CEO, Fly Now Pay Later
“Making the decision to work with WillU was an easy one. We researched the market for service and cost, and the WillU 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.”
Meridian Solutions. logo
Emma Richardson
Manager, Meridian Solutions
“The WillU Wallet has been a game-changer for our employees. Having all benefits in one place has increased engagement and satisfaction across the board.”
Rachel Mendes
Manager, Pulse Digital Group
“The WillU Wallet made it easy for our team to access benefits and financial support instantly. Employee feedback has been overwhelmingly positive since launch.”
Sam Hignett
Sam Hignett
Director, JOTA Group
“WillU's consolidated approach to financial services has streamlined our operations significantly. Their team is responsive and highly knowledgeable.”
Andre Thompson
Lighthouse Ventures
“Partnering with WillU gave us complete visibility over our financial operations. Their proactive advice and streamlined tools have made a measurable difference to our bottom line.”
Daniel Wu
Northshore Imports
“We used to lose hours every week managing payments and insurance. With WillU, it’s all in one place and it works. It’s freed us up to focus on growth.”

Who we partner with

Smart Pension. logo
Currency Cloud. logo
Equals Money. logo
Vitality. logo
Bupa. logo
AXA. logo
Royal London. logo
Yu Life. logo
Aviva. logo
AIG. logo
Aegon. logo
MetLife. logo
Allianz. logo
Canada Life. logo
AJ Bell. logo
Raymond James. logo

Latest insights

All the latest news and insights from WillU
WillU Wallet: the smart employee benefit that saves employers time and money
WillU Wallet: the smart employee benefit that saves employers time and money
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The value of a good commercial insurance broker for SMEs in the UK
For small and medium-sized enterprises (SMEs), managing risk effectively is critical to long-term success.
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Frequently Asked Questions

No two businesses are alike, and neither are their protection needs. That’s why the type and level of protection you need will vary based on several factors. However, we feel most SMEs benefit from having some level of relevant life cover, shareholder protection and critical illness cover. Find out how we can help get you covered.

A workplace pension is a government-mandated scheme that helps employees save for retirement. As an employer, you are legally required to automatically enrol eligible employees into a pension scheme and make contributions.

Setting up a scheme can be simpler than you think – find out how.

We offer a comprehensive suite of foreign exchange and international payment services for businesses and individuals globally. We don’t just focus on getting our clients the most competitive exchange rates, we take a strategic approach to managing their foreign currency exposure. Find out more.

WillU Wallet is our bespoke-built app that simplifies the way you can manage your financial services by consolidating them all in one secure, easy-to-use app. Find out more.

Ready to consolidate your financial services?