About me

As an Independent Financial Adviser, I offer a fresh perspective on Wealth Management. Drawing from my industry experience, I specialise in bespoke strategies for Retirement Planning, Investment Planning, Estate Planning, and Protection Planning. I focus on transparency with all my clients by ensuring all complex matters are made understandable. Through a client-centric approach, I aim to build long-lasting relationships by truly understanding and strategically pursuing my client's individual financial goals.

I am committed to ongoing professional development, planning to enhance my expertise in areas such as Equity Release. My long-term goal is to attain Chartered status, ensuring I provide optimal solutions to meet the evolving needs of my clients.

Beyond financial advising, my interests extend to playing football, where I enjoy the competition. Additionally, I maintain an active lifestyle by regularly visiting the gym.

William.Whales@afhgroup.com

Location

South West