0330 038 8939
Based in Ferndown
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FCA status: Certified by Firm
Bill is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Bill's status
Last checked: 30 April 2025
Bill is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Bill's status
23
Recent Client Reviews
Bill has received 23 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Bill has received 23 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: 15 January 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.
Qualifications Uploaded
Bill has not yet added their qualifications to their profile
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Bill has not yet added their qualifications to their profile
Transparent Fees
Bill has not yet added their fees to their profile
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Bill has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA status: Certified by Firm
Bill is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Bill's status
Last checked: 30 April 2025
Bill is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Bill's status
23
Recent Client Reviews
Bill has received 23 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Bill has received 23 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: 15 January 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.
Qualifications Uploaded
Bill has not yet added their qualifications to their profile
Qualifications not yet added
Bill has not yet added their qualifications to their profile
Transparent Fees
Bill has not yet added their fees to their profile
Fees not yet added
Bill has not yet added their fees to their profile
I am a Chartered Financial Planner. I love working with great people, learning about them, and helping them achieve their financial goals. I grew up on the South Coast and have continued to live locally. I continued my education locally graduating at Southampton Solent University. Straight after this I pursued a career as a financial adviser and have continued to work with many of the same clients over a 30 year period. I have worked with a range of clients and now specialise in Pensions & Investments. I am a passionate Southampton FC supporter; I enjoy windsurfing and keeping fit. I specialise in Pension Planning. I help clients make decisions around retirement planning and develop wealth strategies to maximise their portfolio returns and achieve their financial goals in the following ways: • Family Wealth | Asset Protection – Ensuring Wealth is passed on • Pensions | Investments – Ensuring they deliver • Financial Freedom – Making the right long term decisions I personally hold the G60 & AF3 Advanced Pensions qualifications. In addition I hold the Advanced qualifications for Taxation & Trusts (G10) and Investment Planning (AF4).
Offers available through VouchedFor
Contact Bill 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 Bill's clients
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