Will joined us in 2015 as our Financial Services Administrator; his interest in financial services was sparked after spending a few years working for a national pensions provider. He is now a qualified Mortgage & Protection Adviser and advises our clients who are seeking mortgage advice, or advice on financial protection.
Will also provides Paraplanning Support to our Financial Planners.
Will is an avid gym-goer and enjoys being outdoors, be that walking, running, cycling or simply spending a nice afternoon in the garden with his friends and family.
Will also very much enjoys cooking and attempting new recipes when he gets the chance.
Will is a Mortgage & Protection Adviser and Paraplanner.
Diploma in Regulated Financial Planning
Certificate in Discretionary Investment Management
Certificate in Investment Operations
Certificate in Securities Advice & Dealing
Certificate in Mortgage Advice
Certificate in Advanced Mortgage Advice
Certificate in Equity Release
Certificate in Financial Services
Certificate in Regulated Financial Services Operations
Certificate in Life & Pensions
Award in Financial Administration (Pensions)
Annetts & Orchard is a trading name of Annetts & Orchard Ltd. We are authorised and regulated by the Financial Conduct Authority. You can find Annetts & Orchard Ltd on the FCA register (FCA number 820272) by clicking here. Registered in England & Wales (11503291).
Please note that the value of investments may go down as well as up and investors may get back less than they invest. Where these pages refer to investment performance it should be remembered that past performance is not a reliable indicator of future performance. The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details can be found by clicking here.
The guidance and/or advice contained in this website is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK. The FCA does not regulate tax or estate planning.
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