Qualifications
- Diploma in Regulated Financial Planning (Chartered Insurance Institute)
- Certificate in Pension Transfer Advice (Chartered Insurance Institute)
- Certificate in Discretionary Investment Management (Chartered Insurance Institute)
- Award in Long Term Care (Chartered Insurance Institute)
- 1st class BA (Hons) graduate in Financial Services, Planning & Management
- Duke University Behavioural Finance course
- Member of the Personal Finance Society
Specialisms
- Holistic Financial Planning for individuals, Deputies, Trustees, and families
- Vulnerable clients
- Court of Protection, Personal Injury and Medical Negligence matters
- Cashflow forecasting
- Retirement planning
- Tax efficiency
- Long Term care
- Financial Coaching
- Ethical and Islamic investing
Further information
I am an experienced Financial Planner and I help clients build financial confidence and clarity by taking the time to understand their personal aspirations, concerns, and values before creating a long-term financial plan. My approach is friendly, collaborative, and coaching-led. I utilise cash flow modelling, investment, and tax planning solutions, to provide a personalised and holistic service designed to help clients navigate life’s transitions and make informed decisions with confidence. No two journeys are the same, and I enjoy helping my clients manage complex decisions with clarity, simplicity, and strategic precision.
Personal interests
Outside of work, I am passionate about financial education and volunteer as an Education Champion through the CII’s My Personal Finance Skills programme, helping young people develop financial confidence and essential life skills.
Additionally, I enjoy exploring London with friends – there is still much to see and do – though I have lived here for over 5 years now! When I can, I escape the big city and visit my family in Yorkshire where I was born and raised.
Email Billy
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