0151 353 7186
Based in Wirral
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: January, 2016
4.8 out of 5
Checks carried out by VouchedFor
FCA Regulated
William and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 28 March 2025
William and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
13
Recent Client Reviews
William has received 13 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
William has received 13 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: 14 April 2025
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.
1
Qualifications Uploaded
William has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate 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
13
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with William (based on 13 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 13 first impressions)
Checks carried out by VouchedFor
FCA Regulated
William and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 28 March 2025
William and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
13
Recent Client Reviews
William has received 13 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
William has received 13 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: 14 April 2025
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.
1
Qualifications Uploaded
William has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate 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
13
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with William (based on 13 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 13 first impressions)
Living in Heswall on the Wirral , married twice with 3 kids and 3 step kids I understand how difficult it is to plan financially Unlike some other advisers we endeavour to provide financial advice and Financial Planning for the masses not just the wealthy few! I am a keen football fan and possibly the worst golfer in the world ever! I have been practising for 37 years in the Wirral and North Wales area so I must be doing something right! We offer a bespoke Pension & Investment Review service with many of our clients coming to us from Barclays, Prudential, ReAssure, Phoenix Life and other companies. Providing service across Wirral and North Wales I offer home or workplace visits. In addition Office visits can be made in advance in Hoylake.
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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