Willson Grange Ltd. Reviews 21

Simon Treadwell has been our Financial Advisor for many years. We consider ourselves very fortunate to have such a knowledgeable, trustworthy & efficient person especially in this climate of poor advice & the potential for scam companies. At least we never need to lose any sleep over one of the best decisions we’ve ever made regarding our financial security in our retirement years. We can certainly recommend Simon & his company Willson Grange to anyone looking for tailor made financial planning

Wilson Grange are friendly, helpful, professional, trustworthy and understanding financial advisors. I have dealt with Simon for many years and highly recommend his services.

Simon has offered an excellent service over the last couple of years. He made an effort to get to know us and understand our needs and has been both proactive and responsive throughout our dealings with him.

I invested in a Stocks and Shares ISA with this company and dealt with Simon Treadwell who was the financial advisor. I chose this company due to the recommendations from friends who had been customers with Willson Grange for years and were happy with the service they had been given. Unfortunately, my experience was different and resulted in a complaint being made which was escalated to the Ombudsman’s Office. After investigation by the Ombudsman my complaint was fully upheld. My advice to any future potential customers is to do your research on the company and check the backgrounds of the Directors and staff managing your money. Investigate other providers too to compare their profiles. For the fees that I was charged I felt that the service and monitoring of my portfolio was lacking. There were no clear quality assurance procedures in place which became evident as time went on to ensure they do the best for their clients.
It is interesting to note that whilst writing this review on Trust Pilot, there has been a flurry of reviews on Simon Treadwell since July 2025. It makes me wonder why, especially since there were no specific reports on this Financial Advisor before the publication of my Ombudsman’s Decision. It leads me to question whether these reports have been prompted. Make your own minds up.

Poor quality service resulting in an upheld complaint to The Financial Ombudsman. If I could award zero stars then this would be the rating

I have known Simon for over 8 years now and he has been most helpful with any information I have requested. He is very professional and friendly and excellent with any updates. I would, and already have, recommended him to friends and colleagues.

Hi have been with Wilson Grange for over 20 years in one form or another. Simon has been my contact for the recent years. They have been an email/phone call away with answers to any questions and the advise that has been provided has put me on the right path. Would highly recommend to all.

I have been with Willson Grange for many years and trust them completely with my investments.

They have provided excellent service for over 12 years and the same advisor.

Willson Grange Limited and in particular Simon, have been looking after our investments for many years, albeit we haven't huge amounts invested they take great care of us and I wouldn't trust anyone else with them.

A very professional and trustworthy company to deal with.
I wouldn’t hesitate to recommend them.

Simon has been our financial advisor now for many years and always brings a professional and commercial approach to our situation. Easy to deal with and delivers results - couldn’t be happier

My experience of Willson Grange has been positive, professional, and respectful. Their representative, Simon Treadwell, has been very helpful in managing the paperwork associated with bringing my numerous investments together under one roof.
I have felt confident in and welcomed the advice I have received.
I would recommend Willson Grange to anyone who is looking for financial advice.

Simon arrived on time, as always. He is friendly, professional and very knowledgeable about products and services that are available and suitable for me

I have been a client of Willson Grange Ltd for 9 years and during this time I have had the most excellent, reliable and professional service from Simon. The advice I have received has been invaluable and helpful, I am totally confident that Simon and Willson Grange will have my best interests at heart

We have known Simon for the past 15 years. He previously looked after my parent’s financial portfolio.
We have always been extremely satisfied with his service. We find him very reliable and honest.
He has managed our Investments for the last ten years and we are very pleased with our returns.

Since being introduced to Simon / Wilson Grange in 2018 I have found them very professional and extremely helpful providing advice to managing my investment portfolio to maximise use of ISA’s and maintaining a balanced portfolio.
Despite the last few years being a volatile market- has helped keep my cool and not take any knee jerk actions.

Having been using Simon / Wilson Grange over the last 10+ years have been satisfied with the professional personal service provided.
Has helped simplify pension schemes and been a good sounding board through several years of a volatile market due to extreme global circumstances.

Simon has been my advisor for a long time.He is very professional and calm, enables me to feel at ease with advice when I have concerns.I am extremely satisfied with how Simon looks after me. Thank you Simon

Very professional - fully understood our needs