0330 038 8940
Based in Lincoln
View locationChecks carried out by VouchedFor
FCA Regulated
Will and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 17 April 2025
Will and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
1
Recent Client Reviews
Will has received 1 client review in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Will has received 1 client review in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 17 February 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
1
Qualifications Uploaded
Will has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Will has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Will has not yet added their fees to their profile
Fees not yet added
Will has not yet added their fees to their profile
5
Positive First Impressions
80% of VouchedFor users have had a positive (4 or 5 star) first experience with Will (based on 5 first impressions)
80% of users who are not yet clients had a positive first experience with Will
80% of VouchedFor users have had a positive (4 or 5 star) first experience with Will (based on 5 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Will and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 17 April 2025
Will and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
1
Recent Client Reviews
Will has received 1 client review in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Will has received 1 client review in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 17 February 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
1
Qualifications Uploaded
Will has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Will has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Will has not yet added their fees to their profile
Fees not yet added
Will has not yet added their fees to their profile
5
Positive First Impressions
80% of VouchedFor users have had a positive (4 or 5 star) first experience with Will (based on 5 first impressions)
80% of users who are not yet clients had a positive first experience with Will
80% of VouchedFor users have had a positive (4 or 5 star) first experience with Will (based on 5 first impressions)
Following 7 successful years as an RAF Officer, Will has seamlessly transitioned into the Financial world and was delighted to establish his own financial advice business, New Age Financial Services. Will helps people achieve financial security by providing expertise across all areas of financial planning, including retirement, investments, and estate planning. He takes pride in providing bespoke investment solutions to meet his clients’ needs, following a rigorous assessment of their individual financial circumstances. Quite simply, Will provides sound, personal and expert advice to ensure clients long term goals are met. Outside of work, he enjoys golf, football and spending time with his friends and family.
Offers available through VouchedFor
Contact Will through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£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 Will's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Age group
Time as client
Clients' level of financial expertise
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