About Us
CONSOLIDATING FINANCIAL SERVICES
The vision for the WillU Financial Group is to change the perception of the financial services industry 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.
Founders of WillU Financial Group
CRAIG COPELAND
Chartered MCSI COO
“We founded the WUFG as we were increasingly frustrated with the finance sector being out of date. We are extremely excited to be able to put our spin on things within the sector, doing things differently and paving our own way. We have had great feedback from our clients so far and look forward to further elevating their experience with us.”
ROSS SANDO Chartered MCSI
Founding Partner & Director
“We wanted to create a space with multiple financial services all in one place, with one team. We strive to provide a 360-degree service that is not only trustworthy but both forward-focused and dynamic in this ever-changing modern world.”
JACK LANE-MATTHEWS
Co-Owner & Director
“Ensuring that WUFG’s focus is on a pleasant client journey is always the priority when developing our service offering. Our mission to change the face of financial services relies on our top tier product offering, as well as our customer centric ethos to build the foundations of strong and long standing business relationships.”
LAWRIE WILSON
Co-Owner & Director
“At the WillU Financial Group, we are always looking at ways to advance the business to the next level, modernising the way the financial services sector is perceived and redefining how good business is done.”
