Changing the perception of financial services
The go-to provider for SMEs seeking to streamline their financial services and employee benefits.
The WillU Group was founded in 2017 with the aim of making financial services easier for businesses.
We now support over 750 clients with everything from all their insurance needs and workplace pension requirements to FX payments, employee benefits and managing individual wealth.
We focus on delivering personal, human advice, whilst leveraging the power of technology.
We focus on delivering personal, human advice, whilst leveraging the power of technology.
Milestones and achievements
750+
Clients
£40m
In funds under management
£1bn+
Transacted in currency
1,500
Users on the WillU Wallet app
Our team
Our team is a collection of talented and dedicated professionals who share our values of innovation, excellence, and trust.
Our impact
Hear from our clients about how we’ve helped businesses and private clients consolidate their financial services.
Who we partner with
Consumer Duty Alliance
We're proud to be an Associate of the Consumer Duty Alliance - an independent, not-for-profit community aiming to help the retail finance sector successfully implement the FCA’s Consumer Duty.
The Alliance performs two important roles:
1. Coordinate and promote good practice
2. Work for the sector with the regulator and other groups
The Alliance performs two important roles:
1. Coordinate and promote good practice
2. Work for the sector with the regulator and other groups
Financial Vulnerability Charter
We're pleased to have committed to the Financial Vulnerability Charter to help promote the fair treatment of clients who may find themselves in a vulnerable situation.
The Vulnerability Taskforce is in place to promote greater understanding, encourage appropriate behaviours and establish good practices in respect of consumer vulnerability.
The Vulnerability Taskforce is in place to promote greater understanding, encourage appropriate behaviours and establish good practices in respect of consumer vulnerability.