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.

Milestones and achievements

750
Clients
£34m
In funds under management
£180m
Transacted in currency
1,000
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.
CTC Europe
CTC Europe is a logistics company that specialises in the …
Trade Nation
Trade Nation are a global trading and spread betting platform.
Andersen James Group
A fast-growing recruitment business with clients in the UK USA, …
Tailored Imports
Tailored Imports provide a range of product sourcing and import …

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

Ready to consolidate your financial services?