Meet our directors

WillU was founded with the vision of changing the perception of financial services by delivering personal, human advice, whilst leveraging the power of technology.

Our goal is to support our client’s financial, mental and physical health, at all stages of their life journey.

Craig Copeland

Co-CEO

I am Co-CEO of WillU and oversee the strategy and growth of the company.

My vision for WillU is to create a business that simplifies financial services for our corporate and private clients through consolidation, technology and best-in-class advice.

With over 14 years of experience in the financial services industry, I hold multiple CISI certifications in investments and derivatives and I have a passion for changing the perception of advisory service and providing a high level of advice and service to my clients.

I lead a team of talented and dedicated professionals who share my values of innovation, excellence, and trust. We aim to make the lives of our clients easier, save them money, and help them achieve their financial goals.

Jack Lane-Matthews

Co-CEO

As Co-CEO of WillU Group, I lead our strategic direction and financial growth with a clear focus on innovation and client success. My priority is ensuring our proposition continually evolves to meet the complex and changing needs of SMEs, corporates, and high-net-worth individuals.

With extensive experience in front-office financial services, I bring a forward-thinking approach to delivering integrated solutions across WillU’s core pillars. I am driven by a passion for building WillU as an innovative partner that puts clients first, creating solutions that simplify complexity and deliver lasting value.

My vision is to position WillU as the UK’s most trusted partner for businesses seeking streamlined financial services and employee benefits, underpinned by exceptional client experience and sustainable growth.

Ross Sando

Group Sales & Investment Director

I am a co-founder of WillU and act as Sales & Investment Director for the Group.

In my role, I am responsible for the overall distribution of WillU products, driving revenue and head up the investment division of the business. I have a wealth of experience in crafting bespoke investment strategies that maximise returns in line with clients’ long-term objectives.

We started WillU with the objective of changing the perception of financial services by providing tailored support and advice to clients that helps them grow, manage and protect their business and individual financial positions.

Our ethos is simple, provide great advice, easy-to-use technology, and even better service to every client.

Lawrie Wilson

Group Operations Director

After 15 years as a professional footballer, I joined WillU, initially as a Founding Partner of WillU Life and then my role expanded into Group Operations Director.

My role at WillU is to ensure that we are operating efficiently and that our teams have the ability to focus on delivering the best possible service to our clients.

This service is underpinned by our personal touch, expert product knowledge, and leveraging technology to deliver a unique approach to consolidating financial services for businesses and private individuals.

Ready to consolidate your financial services?