Will has over seven years’ experience in the financial services industry, having worked for leading investment and pension providers, including Aviva, before joining Kingswood in 2021.

He achieved his qualifications in regulated financial planning in September 2024. Before embarking on his career in financial services, Will graduated from Sheffield Hallam University in 2016 with a degree in Business and Economics.

With a strong background in investments, retirement planning, and working closely with senior advisers during his training, Will is passionate about building long-term relationships with clients and helping them achieve unique financial goals. He understands that no two clients’ journeys are the same and takes pride in tailoring solutions to individual needs and circumstances.

Outside of work, Will spends his weekends with his wife and young son, often taking his son to the local bike park. When he has the time, he enjoys relaxing in front of the Formula 1, catching up with friends, and playing the occasional round of golf.