0208 166 8476
Based in Gray's-Inn
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: March, 2021
4.9 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
William is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed William's status
Last checked: 11 May 2025
William is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed William's status
3
Recent Client Reviews
William has received 3 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
William has received 3 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: 26 November 2024
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.
2
Qualifications Uploaded
William has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 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 added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
William has provided information on their typical fees
William has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
18
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with William (based on 18 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 18 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
William is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed William's status
Last checked: 11 May 2025
William is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed William's status
3
Recent Client Reviews
William has received 3 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
William has received 3 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: 26 November 2024
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.
2
Qualifications Uploaded
William has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 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 added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
William has provided information on their typical fees
William has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
18
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with William (based on 18 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 18 first impressions)
I’ve been in the financial services industry for almost a decade, initially working in the fast-paced foreign exchange market and later within the fintech space with Barclays. However, I eventually found my true passion in financial planning. I take great pride in offering a dedicated and personalised service to my clients. I made the move from corporate finance to financial planning because I wanted to help individuals and make a real difference in their lives. I thoroughly enjoy every aspect of financial planning—building strong relationships with clients, staying informed about industry and legislative changes, and working diligently to deliver the best solutions and outcomes. In my free time, I love spending time outdoors and exploring new places. I’m also an avid sports fan, supporting Chelsea FC, regularly hitting the gym, and practicing Brazilian Jiu-Jitsu.
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
Mortgage value
Savings
Clients' level of financial expertise
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
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