Michael Alan Willgrass

What Michael's Clients Have to Say

Michael is personable, highly responsive, and has built a trusted relationship, boosting our confidence in our long-term finances and laying strong foundations for the future

Michael is informative, always prepared, and very transparent. All our questions were promptly answered, and our experience was extremely positive. We highly recommend him!

Michael provides a 'Rolls Royce' level of service, keeping me informed without feeling overwhelmed. I'm confident my pension is in safe hands.

Michael is informative, prepared, and transparent. He’s made us feel well taken care of. Highly recommend!

Michael consistently provides expert, focused advice, making financial decisions straightforward.

Michael Willgrass is a highly experienced financial adviser with over a decade of expertise in wealth management, investment strategies, and tax planning. Based on a deep understanding of the financial sector, Michael specialises in helping professionals in private equity, finance, and other high-stakes industries navigate complex financial decisions and achieve their long-term wealth goals.

Expertise and Services

Michael provides expert guidance tailored to each client’s unique financial circumstances. His services include:

Wealth management and preservation
Investment strategies aligned with risk preferences
Tax-efficient planning and optimisation
Retirement and succession planning

He takes pride in delivering customised, transparent advice that maximises wealth potential while fostering confidence and clarity for his clients.

Client-Centred Approach

Michael is dedicated to building long-term relationships with his clients. By focusing on personalised financial strategies, he ensures that every plan aligns with the client’s goals and adapts to their evolving needs. His approachable and professional demeanour helps clients feel secure in managing their financial future.

Professional Experience and Education

Michael holds a BSc in Economics from the University of Sheffield, equipping him with a strong foundation in financial principles. He has also completed leadership training at Harvard Business School, enhancing his ability to deliver innovative and strategic solutions to complex financial challenges.

Commitment to Excellence

Known for his analytical mindset and commitment to excellence, Michael has earned the trust of professionals in private equity and finance. His ability to simplify complex financial concepts and deliver actionable advice has made him a trusted adviser in his field.

Michael’s mission is to empower his clients to achieve their financial aspirations, ensuring they have the tools and strategies to secure their future and make informed decisions with confidence.