Will is a Chartered Associate of the London Foundation for Banking & Finance and one of our more analytical Financial Advisers. With a reputation for thorough research and clear thinking, he specialises in retirement planning, holding advanced qualifications in Pensions. His priority is to give clients confidence that their financial plan will endure, supporting both their long-term security and the lifestyle they want to enjoy.

Alongside retirement planning, Will advises on investments, protection, and inheritance tax planning, helping clients grow and preserve wealth across generations. He believes the best results come from collaboration - working closely with clients to design practical, adaptable strategies that evolve as life changes.

With a background in Mechanical Engineering and technology, Will brings a structured, problem-solving mindset to financial advice. This technical foundation allows him to simplify complex decisions and present them with clarity. His focus is always on creating plans that provide clients with confidence, clarity, and peace of mind.

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.