William is a Financial Adviser at Amicus Wealth, with a BA in Classical Music from Newcastle University. William joined the industry with a clear motive to change the ubiquitous view of wealth management as a solely investment based and elitist industry, but rather focussing and transposing people’s attention to the holistic financial plan – which is achievable by anyone. Outside the meeting room, William enjoys music of all genres, racing, and very social cricket and golf.
When I first reached out to William at Amicus Wealth, my wife and I were looking to get our finances in order as well as thinking of expanding our family. We wanted to better understand trust structures and how best to preserve what finances we currently had, we also wanted to financially protect and secure our future wealth for our families and children, as well as each other, should the worst happen. Before contacting William I was concerned that there would be hefty fees and costs involved with seeking financial planning advise, I was very pleased to learn that this was not the case. After meeting William and some of the team, I could tell that they truly have their clients best interest at heart. Their interest is genuine, they seek to find solutions to your problems, no matter how complex and they take the pain and time constraints out of ever thinking of doing any of it yourself. Since being with them we have set up ISA’s, Life Policies, multiple Trust structures and Wills and have been advised on a number of areas of interest and concern with regards to our finances. The value they add is priceless and the whole experience has left my wife and I with much more confidence in where we are going and the necessary securities we want for our financial future. I believe that any young professional like myself would benefit from the services they offer, especially if you are newly married, looking to start a family or just wanting to make sure that you are making sound financial decisions to support your future.
L.B
