“A lot of my clients have now become good friends rather than just clients. I love that side of it. They are all very interesting people from a diverse range of backgrounds, which enthuses me.”
- Locations
- Cambridge
- Phone number
- 01223 455 416
William is a Wealth Director working as part of our 1762 team, which offers an advice led wealth management service to high-net-worth clients with complex financial requirements. He mainly deals with entrepreneurs, landowners and older generation clients and their families.
He predominately helps with the financial planning matters of his clients, such as structuring their wealth to achieve their financial goals, calling upon his investment manager colleagues where needed. His numerous client referrals are a product of the excellent long-term relationships he has formed and the beneficial advice he consistently provides his clients with.
William’s career in wealth management began in the early 1990s when he joined the private banking side of Lloyds Bank. From there he joined Coutts & Co and then Kleinwort Hambros Private Banking, before moving to RBC Brewin Dolphin in 2019. He is a Fellow of the Chartered Institute for Securities & Investment and is a qualified financial planner.