William Foster

As a financial planner, my goal is to help you make confident, informed decisions about your financial future. Whether you’re planning for retirement, growing your investments, or protecting your family’s financial well-being, I provide tailored advice designed to meet your unique needs and goals. I believe that financial planning should be clear, accessible, and built on trust, which is why I take the time to understand what matters most to you. By offering expert guidance and a personal approach, I aim to give you peace of mind and a strategy that helps you move forward with confidence. My service is built on ongoing advice, ensuring that your financial plan evolves with you. Clients receive annual reviews to stay on track, adapt to any changes, and make the most of new opportunities. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 03/04/2025