Will has been working in Financial Services for over 12 years having worked with major financial institutions including Aviva and St. James’s Place.

He initially spent 6 years working in Aviva’s Pensions Department where he provided customer services, administration requests and technical support to Policyholders and their Financial Advisers. In 2014 he moved to St. James’s Place where he initially worked as a Practice Manager before carving a career out in Technical Paraplanning. Since 2015 he has been providing Technical Paraplanning services to St. James’s Place Partners.

Having years of experience within Financial Services through customer facing, administration and technical roles this has given him an in-depth knowledge and understanding of the industry, financial planning and the importance of meeting a client’s needs. This is reflected in his current role of completing technical financial planning reports and providing technical support to the Practice.

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