Will joined Perspective in 2021 as part of an acquisition. He has over 10 years of experience in financial planning and wealth management and is a Chartered Financial Planner.
After joining Prolific as a Graduate, he was enrolled in all exams through to Chartered status. 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 extend 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.
