About Willis Owen

Willis Owen Limited offer investments and services on a 'direct offer' basis. This means that we do not offer advice on whether any product or service we promote is suitable in your personal circumstances.

We have asked Financial Journalist Samantha Shaw to give you an introduction to what Willis Owen can do for you.

When the team at Willis Owen first approached me to write the introduction to their website, I didn’t really hesitate. We all work hard for our money and deserve the best possible value and service when it comes to helping us invest it. This is where Willis Owen comes in.

Willis Owen reduce the cost of investing compared to going directly to the investment house when purchasing your ISA. But how is that, given the additional services available? Well, not only do they hold more weight than a single private investor in terms of getting their voice heard by the big fund giants out there, but Willis Owen also has the scale (and therefore buying power) to negotiate large discounts with all the leading fund management houses, which are then passed back to you, the investor. In addition, all the initial commissions are also rebated back into your investment.

How’s that for a win-win?

But it’s not just about discounts. Yes, Willis Owen seeks out the best discounts possible on your behalf, but it also offers variety, giving you a choice over how you want your money invested. Whether you take a cautious, balanced or more adventurous approach to investing, Willis Owen has a portfolio to suit you. Each of their portfolios contains five funds, carefully selected by Willis Owen’s research team.

If you would prefer to choose your own funds, not only can you invest in any of the research team’s selection of eight funds, but also take advantage of the other 1,200 funds that enjoy the discounts negotiated by Willis Owen.

There is a range of services you can enjoy, such as the Willis Owen Investment Check-Up service, which provides investors with a comprehensive Investment review of each of their registered funds, to see precisely how their portfolio is really performing. And, there is no charge for this service.

To help make your life easier, why not re-register all your funds through Willis Owen, even if they were bought elsewhere? This cuts down on the paperwork, as each year you will only receive one consolidated statement for all your fund investments and you have full online access to your portfolio, including continually updated valuations, at your fingertips. If you wish to switch a fund in your portfolio, because you think it is underperforming or your attitude to risk has changed, you can simply switch to another one without sacrificing the tax benefits of your ISA and/or PEP.

Everyone loves a good deal, and the discounts, benefits and value make the Willis Owen offering one of the best out there. Enjoy!

Samantha Shaw
Financial Journalist