CHARLES GILLESPIE

Will Dann DipPFS

WEALTH PLANNER

Will has been working in the financial services industry as a financial adviser since 1996 when he started his career with Royal London.

He has worked as a financial adviser for NatWest Private Banking and Skipton Building society. He also spent 10 years working for Legal & General, providing advice to clients on Savings and Investments, Pensions and Inheritance tax planning. In 2016 he joined Sterling Trust as an Independent Financial Adviser where he has built up many long lasting client relationships providing advice to individuals and businesses. Sterling Trust have recently become part of the Kingswood Group.

  • Will.dann@kingswood-group.com