At work
Will works as part of the paraplanning team, and assists our financial planners through collating information, report writing, and cash flow planning. This is all in aid of helping our clients achieve their personal and financial goals.
Will has a particular interest in tax relief, and is currently working towards achieving a Diploma in Financial Services.
In our 2022 in-house awards, Will won the Innovation Competition and Values Award.
At home
Outside of work, Will has a keen interest in football. He plays weekly and also follows Reading FC.
Will also enjoys seeing friends and family, and spending time travelling.
Spotlight questions
The proudest moment of my career was:
Either implementing the House Cup Competition, or scoring Solent FC’s first-ever hattrick at the charity football competition.
The three things I love most about my job are:
Working with great people, staying up to date with the financial markets, and the fact that I’m always learning.
The types of people I most enjoy working with are:
Optimistic, positive, and team-focused.
Our ratings and reviews.
Chartered Financial Planners
Good Business Charter
Qualifications