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What it means for you...

You may recall that in July 2012, John Davies, Senior Partner with JDP Independent Financial Advisers of Tarporley took the carefully considered decision to transfer business to Willson Grange Limited.

At a time of significant regulatory changes within the financial services sector, it was clear to John (and his fellow partner David Eaton) that it would become increasingly difficult for a smaller independent financial firm such as JDP to operate as efficiently as they had always done ‐ and for such a dedicated partnership, this, naturally, was of some concern to them.

Always looking at the bigger picture, John felt that, since he was approaching retirement himself, the time was right to seek a new solution that would offer you, his loyal clients, security for many years to come whilst giving your finances the best possible advantage in a fast‐changing world.

John and David chose Willson Grange as one of the UK’s most professional, experienced and highly qualified financial planning teams, to guide and secure for you a worry‐free, enjoyable future.

While John moved towards short-term consultancy and semi‐retirement, David joined the team at Willson Grange as one of our most trusted, knowledgeable and experienced advisory staff.

For our part, the team at Willson Grange are delighted to be working with John and David’s clients, getting to know you and spending time with you as you head towards your own personal financial goals ‐ whether that’s your own retirement, providing for/protecting your loved ones as they grow up or grow old, or simply building up a nest‐egg to enjoy at your leisure.

We hope that you are already experiencing the benefits of being with us. Our aim is that you can become as confident as we are in our approach and that you will continue to reap the rewards of a highly managed, regularly reviewed, complete financial plan.

If you have any questions, concerns, or feel the need for advice on any financial issue, please don’t hesitate to contact us

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