Chartered Financial Planner
APFS
Bill is a Chartered Financial Planner and a Fellow of the Personal Finance Society (PFS). Bill started his financial services career in 1987 and has since worked at large and small Independent Financial Advisers (IFAs), Private Banks, and Discretionary Fund managers. His area of expertise is investment, pension planning, protection, and inheritance tax mitigation.
Outside of work, Bill enjoys dabbling with and riding his collection of vintage Lambretta and Vespa scooters.