About us
In 1982 we began helping people take the first step into their financial future. And while we’ve acted as intermediary for over 150,000 customers and hundreds of millions of pounds worth of investments, we know that what you’re really investing in are the little things.
- Packing your bag for the holiday you’ve always talked about
- The look on your daughter’s face when she sees her first car
- Popping the champagne cork to ring in your early retirement.
Because personal investing is all about people. The opportunities you can create, the adventures you can have, the security you can provide.
At Willis Owen, our most valuable investment is our staff. The people who show you the ropes, teach you the lingo and help you to become a confident investor.
Because you need more than just access to ISAs, SIPPs, Junior ISAs and GIAs. You need more than a wide range of Funds, Shares, Investment Trusts and ETFs. You need to team up with people who know what self investing is like, whether you’re a first timer or a seasoned pro.
We know that experience is the one thing you can’t buy. So although we are not able to give personal advice, we’ll give you all the help we can and the tools you’ll need to shape your own financial future. And, if you need to talk there’s no frustrating automated system we’ll always pick up the phone.
Investing Made Easy
Everything you need to know about investing with Willis Owen
Our Products
You’ll find everything you need to take control of your finances right here. From an ISA to a pension plan, with online tools and expert knowledge to help you along the way.
Our Products
ISA
An ISA (or Individual Savings Account) is an easily accessible way of saving, free from Capital Gains or Income Tax. You can invest your ISA allowance into a variety of Funds, Shares, Investment Trusts and ETFs. Save up to £15,240 tax-free with a range of investments, and manage it all yourself with our online tools
General Investment Account
Go beyond your ISA; invest an unlimited amount with a General Investment Account. Quick to set up and easy to manage, your GIA can help you achieve your long-term goals
Junior ISA
Help your child achieve their goals. Save up to £4,080 tax-free with a Stocks & Shares Junior ISA and easily manage your investments online
SIPP
Take control of your retirement plans with a tax-efficient pension scheme. By managing your SIPP online you’ll plan for a better future
Investment Options
Funds
Join other investors in a professionally managed Fund. Whether you invest a lot or a little, you’ll be able to spread the risk out and get exposure to a range of assets, such as equity, property, and bonds.
Shares
Become a part-owner of a company by buying shares. With access to the largest 350 companies on the London Stock Exchange, easy-to-use online tools and competitively priced fees, we’ll help you fit investing into your everyday life.
Exchange Traded Funds
Choose a low cost, Passive investment option and take the next step into your financial future. ETFs track and replicate the performance of a particular stock index by investing in the same assets. So they are easy to understand and follow.
Investment Trusts
Invest widely without the hassle of managing each investment yourself. By contributing to an Investment Trust you can invest in a range of assets, such as shares, property and various securities
Our Services
Explore
Find your way through the world of investments. With : explore you can find and filter your potential investments, helping you make the right decisions to achieve your goals
Play
Become a seasoned investor without parting with a single penny. With : play you can use virtual money to build a portfolio, buy, sell and research the right Funds for you
Invest
From ISAs to SIPPs and Funds to Shares : invest lets you purchase the right investment products for you, so you can own your financial future.
Review
Make your financial future more accessible by registering with : review and keeping all your investments close at hand.
Visit Us
Learn with Willis Owen
Whether you want to grow your savings or boost your income, take the first step here
Why Invest?
Introduction to ISAs
Understand the differences between Stocks & Shares ISAs and Cash ISAs
Manage Risks and Rewards
Whether you’re cautious or adventurous, learning about the potential risks is essential to successful investing
Income or Growth?
We look at differences between Income and Growth Funds and when you might consider these Funds
Learn About Investing
Tax Planning
It’s important to know the implications of tax as it can have an affect on the total returns of your investment
Passive vs Active
What is the difference between investing in an Active or a Tracker Fund?
Multi Manager
Multi-Manager Funds in their simplest form are Funds that invest in other Funds instead of individual Stocks and Shares
How to Plan
Goal planning
Do you know what your financial future looks like? Learn to set some realistic goals here
Researching
We provide a range of filters and tools for you to narrow the Fund universe to reflect your requirements
Investing for Income
Seeking a regular income from your investments
Manage Your Investments
Monitor
Get the most out of your investments. Learn how and when to check in and steer them in the right direction
Transfer
Save on time and paperwork by transferring your existing investments to Willis Owen
Tools
Our simple and easy to use tools lets you try out investing, search Funds and manage your portfolio
Find your way through the world of investments. With : explore you can find and filter your potential investments, helping you make the right decisions to achieve your goals
Become a seasoned investor without parting with a single penny. With : play you can use virtual money to build a portfolio, buy, sell and research the right Funds for you
