Research team

Find out what topics we cover and what insight we can provide.

Our intention is to provide you with relevant and easy to read market commentaries along with updates on personal finance issues and any political or economic developments that may affect you as investors. We also produce detailed insights on important investment themes and topics that may be of interest to you such as current taxation regimes.

We visit Fund Providers regularly and meet the Fund Managers to understand their approach and outlook on the market. Whenever possible, these views will be published under the insights section. As well as this, we attend conferences throughout the year that enable us to bring the latest industry news to you.

Understandably, many of you will be time constrained so we aim to make owning your financial future as straightforward and enjoyable as possible. We are constantly investigating tools that can help you choose and construct a portfolio that is in line with your long-term goals.

Square Mile is our chosen Fund research partner and we continue to draw on their extensive resource of experienced analysts. From a universe of 3,000 Funds they select around 300 Funds that they deem good enough to receive their prestigious rating. Every year we work closely with Square Mile to produce a list of Funds that will be featured in our ISA Guide.

Although we can't give personal advice, we are more than happy to answer any factual questions about stock markets and investment products you may have. Please contact us by email researchteam@willisowen.co.uk or call us on 0800 597 2525.


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Insights

Read our updates for commentaries on performance of the market.

Find out more

Liz's biography

Get to know Liz's past experiences in the industry.

Meet Liz

Fiona's biography

Get to know Fiona's past experiences in the industry.

Meet Fiona