0330 038 8941
Based in Clitheroe
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: April, 2023
4.9 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: 10 December 2025
William and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
32
Recent Client Reviews
William has received 32 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
William has received 32 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: 02 October 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.
6
Qualifications Uploaded
William has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
6 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
4
Positive First Impressions
75% of VouchedFor users have had a positive (4 or 5 star) first experience with William (based on 4 first impressions)
75% of users who are not yet clients had a positive first experience with William
75% of VouchedFor users have had a positive (4 or 5 star) first experience with William (based on 4 first impressions)
I have built my business helping ordinary people from every walk of life make the best out of their current financial circumstance. Whether it be retirement planning (pre or post retirement), investments, protection, mortgages or a general financial review, I am happy to offer my expertise and knowledge to assist those looking for financial guidance. I have 20 years experience in the financial services industry and I am passionate about providing independent advice on a face to face basis. I believe that regular reviews are a cornerstone to sound financial planning and I enjoy a good ongoing relationship with my clients.