Bill is a seasoned financial planner dedicated to guiding clients through their evolving financial journeys, spanning retirement and working life. He goes beyond numbers, focusing on lifestyle financial planning. Whether safeguarding family, optimising tax allowances, or achieving long-term pension and investment goals, Bill simplifies complex situations. With extensive expertise, including stockbroking and pension planning, he builds relationships with clients, adapting to whatever life may throw their way. Bill strives to help individuals create sustainable financial plans to reach their life goals.