Associate Director – Financial Planning
Will has 12 years industry experience working in both consultant and technical positions. Will has previously worked as a pensions consultant in the UK gaining Advanced Diploma qualifications in Retirement Planning and Investment Management whilst working there. He has also attained the Advanced Diploma in Financial Planning and recently completed the FASEA Financial Adviser Exam and Ethics qualification.
At McKinley Plowman, Will has progressed over the years from our UK Pensions Division all the way through to senior Financial Adviser and now Associate Director within the Wealth team – amassing invaluable experience and knowledge along the way.
Will is an Authorised Representative of Fortnum Private Wealth Ltd.
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