Billy is a Financial Planning Technician, supporting the Financial Planners by creating tailored wealth managements solutions for our clients and handling client queries.

• BSc (Hons) Finance, Accounting and Management

• The Chartered Institute for Securities and Investment (CISI)
• The Chartered Insurance Institute (CII)
• The Personal Finance Society (PFS)

I enjoy the variety of solutions and creativity required. Everyone has different goals and so no two days or strategies are the same. You get the freedom to design bespoke planning solutions, not simply apply pre-defined cookie cutter approaches.

I really enjoy getting to know clients and their stories. Seeing the positive impact of your financial planning on people’s lives brings a great sense of satisfaction.

Everyone is willing to go above and beyond for each other and the clients. It brings a strong shared sense of achievement and passion.

Outside of work, I enjoy keeping fit and hobbies such as bouldering, reading and football.