William
William offers a holistic financial planning service with a focus on empowering his clients to take control of their finances. His core focus is on helping to enable clients to take suited and balanced steps towards achieving their financial goals. Covering all areas of need from pensions and investments to insurance, mortgages and inheritance tax planning.
When not helping his clients, William spends much of his time outdoors either fly fishing, shooting or on walks with his fiancée and whippet.
Please feel free to reach out to William for a no obligation chat to see how he can help you achieve your goals.
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.
