Career Bio
Specialisms: Advanced qualifications in Pensions and Investment Planning
Bill is a Chartered Financial Planner and has worked locally for over 20 years serving a range of clients. He loves working with clients learning about them and helping them achieve their financial goals. Since graduating Bill has worked as a Financial Adviser, initially with Prudential then later as an Independent Financial Adviser across the Hampshire and Dorset area.
Bill grew up in the local area and enjoys spending time with his two children, paddle boarding, windsurfing and supporting Southampton Football Club.
If you would like to discuss further, please book a meeting with an experienced member of our team. Simply let us know when’s best for you and we will get in touch to arrange a suitable time.
