“It is incredibly rewarding working alongside clients and building up long-term relationships with them to help meet their goals. As part of this process, I try to encourage clients to think about what really matters to them and it is fulfilling to see them and their families reaping the rewards of careful planning.”
- Locations
- London, City
Will is a Chartered Financial Adviser who enjoys working alongside individuals and smaller business owners to help them achieve their financial goals. He is a proud recipient of the Chartered Institute of Insurance’s Advanced Diploma in Financial Planning, which enables him to use the ‘Chartered’ designation.
Will’s work entails supporting individuals, families and businesses by building long-term relationships and helping them achieve what it is important to them.
Will specialises in retirement planning to help ensure individuals are comfortable in retirement, so they have a plan to achieve the income they need. He also enjoys working with clients to assist with their estate planning by helping them to pass funds on to their loved ones through the use of gifts, Trusts, or other suitable investments to ensure that the right people benefit from their assets.