Will advises private and corporate clients having worked in the Financial Services industry since graduating from Queen’s University Belfast in 1998. His extensive career history includes working in the local marketplace as a Senior Financial Planning Manager with Ulster Bank and as an Independent Financial Adviser for Danske Bank. He has also specialised with other national financial advice firms offering tailored advice to NHS consultants and professionals and as an Independent Financial Adviser offering pension switching & transfer advice.
Will is a highly qualified adviser having attained an Honours Degree in Financial Services, an Honours Degree in Pure Mathematics, the Diploma in Financial Planning and various other specific professional qualifications including AF3 – Advanced Diploma, Pension Planning.
Advising clients on investment and pension planning coupled with sound estate planning and financial protection are Will’s main areas of focus. He uses an evidence-based investment philosophy taking long term client goals and aspirations into account when preparing a financial plan.
Will has many long term relationships with clients going back for almost 20 years.