Belfast
Will joined Perspective in May of 2023 when Marlborough Place became part of the group now known as Perspective (Marlborough Place), helping to establish our group’s first office in Northern Ireland.
Having graduated from Queen’s University Belfast with an honours degree in Pure Mathematics, Will entered the financial services industry in 1998 and brings 25 years of professional experience to the business.
Will is a Chartered Financial Planner and was elected to Fellowship of the Personal Finance Society in 2018 and completed an honours degree in Financial Services through University College Dublin, awarded in 2014. With a clear focus on professionalism and client-focused advice, Will has built strong relationships with clients over the past two decades and continues to view client contact as the most important and rewarding part of the Financial Planner role.
Outside of work, Will is a keen reader, enjoys running to stay fit and has successfully finished multiple marathons throughout the UK and Ireland.
The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.
Should you have cause to complain, and you are not satisfied with our response to your complaint you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service, Exchange Tower, London, E14 9SR
Tel: 0800 023 4567 or 0300 123 9123