William’s finance career started within a principal partner practice of St. James’s Place, exclusively working with high net-worth individuals, he developed a commitment to client care and a comprehensive understanding of St James’s Place operations.
William moved to AAG Wealth Management to further his career in the industry and is currently working towards his Diploma in Financial Planning with the Chartered Insurance Institute (CII). William currently works alongside Simon Beazley (Associate Director) and enjoys providing an excellent level of client service.
William is passionate about extreme sports and has a particular interest in rock climbing and downhill mountain biking. He also plays guitar and piano in his free time.