0330 038 8941
Based in Benfleet
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: December, 2023
4.7 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
William is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed William's status
Last checked: 24 March 2025
William is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed William's status
59
Recent Client Reviews
William has received 59 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
William has received 59 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 12 December 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
William has not yet added their qualifications to their profile
Qualifications not yet added
William has not yet added their qualifications to their profile
Transparent Fees
William has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
William has provided information on their typical fees
William has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Checks carried out by VouchedFor
FCA status: Certified by Firm
William is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed William's status
Last checked: 24 March 2025
William is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed William's status
59
Recent Client Reviews
William has received 59 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
William has received 59 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 12 December 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
William has not yet added their qualifications to their profile
Qualifications not yet added
William has not yet added their qualifications to their profile
Transparent Fees
William has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
William has provided information on their typical fees
William has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
I am an Independent Financial Adviser who likes to build long-lasting relationships with my clients to guide them through the minefields of investing, pensions, protection, retirement planning, and tax planning and help them achieve all of their financial goals, with first class service every step of the way.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About William's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Mortgage value
Savings
Clients' level of financial expertise
No reviews matching your filter selections.
VouchedFor Disclaimer
Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.
Adviser Disclaimer
Capital at Risk The FCA does not regulate tax/trust planning. Tax Rules are Subject to Change.