Will joined Perspectives Warrington Office (North West) Ltd in 2021 as part of Prolific acquisition. He has over 10 years’ experience in financial planning and wealth management and is a Chartered Financial Planner.
After joining Prolific as a Graduate, he was enrolled for all his exams all the way to Chartered. He worked his way through starting as an Administrator to Paraplanner to Chartered Financial Planner. Will also has a qualification in long-term care planning.
Will’s hard work and determination certainly extends to his clients. He enjoys getting to know his clients personally and gets a true understanding of what is important to them, putting a plan in place and giving them peace of mind, not just for them but their families so that they are on track to meet their goals. Meeting them regularly and seeing the plan in place take shape, is rewarding.
