William enjoys building strong relationships with his clients, guiding them through all aspects of their Financial Planning. He takes pleasure in building strong, robust financial plans to help clients and their families reach their personal objectives. William is Diploma Qualified and has a passion for learning. Alongside his day-to-day role, he is studying to reach Chartered Status. William read Economics at University and has a keen interest in the discipline, something which he finds extremely useful when speaking with clients. We are delighted that William sees us as a company he is proud to add his name to, putting his experience in the industry, people skills and love of hard (but fun) work to good use in equal measure.
When he’s not at work, William loves playing and following sport. Rugby, football, squash and tennis are his favourites. If he can combine sport with his other love, spending time with family and friends, so much the better.
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The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.