Meet the team

After gaining invaluable experience in previous roles at financial institutions such as Lloyds Bank, I joined AMFA so that I can tailor my advice to my client’s needs, with the full flexibility that independent advice allows. 

Having achieved chartered status, I have an in depth understanding of all the technicalities you come across in creating a financial plan but like to keep things simple when it comes to conveying the best way to achieve objectives. Further to this, I am always continuing to expand my knowledge with additional exams and other personal development so that I am fully equipped to assist for any personal circumstances. 

Away from the role, most of my free time involves spending time with my working Labrador, Chester. I also ‘attempt’ to stay fit mainly through weekly park runs and other events from time to time. 

e: Send William an email