“The research and investment analysis process really forms the foundations for all financial planning so I find that stage of the clients’ journey particularly satisfying. Financial planning for business owners is really rewarding too, helping them to ensure that they can stay in control and eventually enjoy the fruits of their labours.”
Will joined FPC in 2018 following an early career in Law before deciding that Financial Planning offered him the opportunity to combine his natural analytical and research skills with his interest in business, investment management and most importantly people!
His qualifications include:
- Advanced Diploma in Financial Planning
- Certificate in Discretionary Investment Management
- Award in Long Term Care Insurance
- GDL (Graduate Diploma in Law)
- LPC (Legal Practice Course)
Will’s main responsibility is to provide full financial planning support to the partners and senior advisory team on key client accounts. He is also proud to be a member of Next Gen Planners.
When Will isn’t working he enjoys relaxing with his wife, Molly and likes to read a good book, cook and spend time with friends.