0330 038 8941
Based in Salisbury
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, 2021
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: 29 March 2025
William is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed William's status
8
Recent Client Reviews
William has received 8 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
William has received 8 client reviews 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: 28 October 2024
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.
7
Qualifications Uploaded
William has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
7 qualification certificates available to view
William has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
William has not yet added their fees to their profile
Fees not yet added
William has not yet added their fees to their profile
5
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with William (based on 5 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 5 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: 29 March 2025
William is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed William's status
8
Recent Client Reviews
William has received 8 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
William has received 8 client reviews 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: 28 October 2024
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.
7
Qualifications Uploaded
William has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
7 qualification certificates available to view
William has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
William has not yet added their fees to their profile
Fees not yet added
William has not yet added their fees to their profile
5
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with William (based on 5 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 5 first impressions)
With over 20 years of experience in financial services, I qualified as a financial adviser in 2013 and have dedicated my career to helping clients achieve their financial goals. I believe that meeting face-to-face provides the best opportunity to deliver tailored, meaningful advice, allowing me to connect with clients on a personal level. For me, great financial advice is about more than just technical knowledge—it’s about listening, understanding, and focusing on what truly matters to each individual. My spare time tends to revolve around my family and playing squash in my local league.
Offers available through VouchedFor
Contact William 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 William's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Savings
Clients' level of financial expertise
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Adviser Disclaimer
All Wealth Management Partners are Restricted Financial Advisers within True Potential Wealth Management LLP which is authorised and regulated by the Financial Conduct Authority. FRN 529810. Registered Head Office: Newburn House, Gateway West, Newburn Riverside, Newcastle upon Tyne, NE15 8NX. True Potential Wealth Management is a Limited Liability Partnership. OC356611. Your capital is at risk, investments can fluctuate in value and investors may not get the amount back they initially invest. Past performance is not a guide to future performance. Tax rules can change at any time. We offer non-investment protection products (e.g., term assurance, income protection and critical illness from a range of insurers). Please remember your home or property may be repossessed if you do not keep up repayments on your mortgage. We give clients the option to pay for mortgage advice by fee rather than commission. We offer non-investment protection products (e.g. term assurance, income protection, critical illness and buildings, and contents from a range of insurers. The Financial Conduct Authority do not regulate, Will Writing, Tax Advice and Estate Planning. The guidance and/or advice contained within the website are subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.