Will Wilson
APFS
CHARTERED FINANCIAL PLANNER
Will graduated from the University of Lancaster in 2018 with an Honour’s Degree in Biomedical Science. He then followed his passion for finance and investment by moving into the financial services industry. Will is a Chartered Financial Planner, which is the gold standard in the profession, and holds advanced qualifications in Investment Planning, Inheritance Tax Planning and Pensions and Retirement Planning.
Will provides holistic financial planning advice to individuals, trusts and business owners and specialises in investment planning, retirement planning, estate planning and inheritance tax. Will prides himself on tailoring individual financial plans whilst building long lasting and trusted relationships.
Will lives in Kendal and his hobbies include running, walking in the Lake District and football.