Will joined the team at Isis Financial Planners as Graduate Trainee in 2019, after three years in Healthcare Communications. He is working closely with the Isis team across all aspects of financial planning, initially specialising in investment planning. Will is working towards the Advanced Diploma in Financial Planning (APFS) with the view to becoming a Chartered Financial Planner.

Will currently holds a Certificate in Discretionary Investment Management and a bachelor’s degree in French from University of Leeds. He is based in London but not only visits clients in the capital, but in Oxfordshire, the south of England and throughout the UK.

For all enquiries: tel: 0345 1300 778, email: postbox@isis-financial-planners.co.uk
post: PO Box 327, Carterton, OX18 1XZ, United Kingdom
Isis Financial Planners Limited is authorised and regulated by the Financial Conduct Authority, reference number 207297

Registered at Paje House, 164West Wycombe Rd, High Wycombe, Bucks, HP12 3AE
Registered in England & Wales No. 4284325

Isis Financial Planners Limited - Chartered Financial Planners - providing financial advice and wealth management advice to Oxford, Oxfordshire, London, The Cotswolds, Brighton & Hove, Sussex from locations in Oxford and Brighton & Hove.

logo-financial-planners