0330 038 8942
Based in Diss
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: November, 2023
5 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 April 2025
William is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed William's status
7
Recent Client Reviews
William has received 7 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
William has received 7 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: 04 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
6
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with William (based on 6 first impressions)
100% of users who are not yet clients had a positive first experience with William
100% of VouchedFor users have had a positive (4 or 5 star) first experience with William (based on 6 first impressions)
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 April 2025
William is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed William's status
7
Recent Client Reviews
William has received 7 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
William has received 7 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: 04 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
6
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with William (based on 6 first impressions)
100% of users who are not yet clients had a positive first experience with William
100% of VouchedFor users have had a positive (4 or 5 star) first experience with William (based on 6 first impressions)
With over a decade of experience in financial services, I am a seasoned financial and mortgage adviser based in Suffolk and Norfolk. My expertise spans a comprehensive range of financial domains, including pensions, investments, savings, protection, equity release, long term care planning, and mortgages. Having the ability to provide guidance across these diverse areas, I am well-positioned to support you throughout your life journey, from the moment you embark on the significant milestone of purchasing your first home to the transition into retirement. My commitment is to craft a tailored financial plan that aligns with your unique needs and goals. Beyond the world of finance, I find joy in my leisure pursuits, particularly golf, rugby, and the satisfying pastime of tinkering with cars.
£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
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