William
William provides holistic financial planning with a focus on empowering his clients to take control of their finances and move confidently toward their goals. His advice covers all areas of financial need, including pensions, investments, insurance, mortgages, and inheritance tax planning.
Outside of work, William enjoys spending time with his wife, their new baby, and their whippet—often on countryside walks. When time allows, he can be found fly fishing by the water or out shooting.
If you’d like to explore how William can support you, feel free to get in touch for a friendly, no-obligation chat.
Your home may be repossessed if you do not keep up repayments on your mortgage.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The levels and bases of taxation, and reliefs from taxation, can change at any time and are generally dependent on individual circumstances.
*This is a Lifetime Mortgage. To understand the features and risks associated with this type of mortgage, please ask for a personalised illustration.
Your home may be repossessed if you do not keep up repayments on your mortgage.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
