Bill has over 40 years’ experience in the financial services sector and has been advising personal and corporate clients for almost 30 years. He has built up strong relationships with families, and in some cases is now providing advice to second generation family members.
Bill’s core aim is to help people plan their finances by looking at what they want to achieve in their lives. This can be purely money-based goals, but also often extends to lifestyle aspirations as well. Once these have been identified and an overall strategy agreed, the correct investment approach can also be put in place. Bill uses his considerable experience to help clients identify what is important to them and plan accordingly.
He is married with two adult children and lives in Cheshire. Outside of work, Bill spends his time with his family and enjoys the theatre and golf. He also has a passion for music and plays the guitar.