Will Ward Independent Financial Adviser

With been a young couple with very little financial experience, we needed some guidance with our money. We can whole heartedly recommend Will. He is very professional and also very friendly, he has vast knowledge on where is the best place to put your money. He makes things really easy to understand and doesn't use financial jargon. He answers all questions and you never feel rushed at his appointments. We highly recommend Will and wouldn't go to anyone else. Wayne & Laura

I’ve been using Will for about 4 years now, and I wouldn't hesitate to recommend him to anybody looking for financial advice. He is a true professional with a wealth of knowledge. He has always got my best interests at heart and is very personable. An annual review is a worthwhile exercise, but he’s always available to offer additional support where and when necessary. Thanks Will.

We are very grateful for the support Will provided while helping us write our new wills. He was kind, thorough, and made us feel completely at ease. Will took the time to understand our needs and walked us through each step with care and clarity. We truly appreciate his help and would happily recommend him to others.

If you are looking for financial advice then I highly recommend you use Will’s services. I was first introduced to Will about three years ago via a recommendation from my previous financial adviser who was retiring. Putting your trust in someone new can be daunting but having met Will my concerns soon evaporated. Will is fully invested and took the time to properly get to know me and to learn what my current and future requirements were. By doing so he was able to advise and steer me through the best options available and thoroughly explained the tax implications. At my annual review meetings he meticulously goes through my portfolios performance and furnishes me with the tools to independently check on their performance throughout the year should I wish to do so. In addition to Will’s financial advice I’ve also used his services to set up LPAs for my parents. During the meetings he was compassionate and extremely respectful to my parents needs. It was invaluable to have an independent person assist in completing all of the paperwork. I have every confidence in recommending Will’s services and should you decide to go with him you will definitely be in a safe pair of hands and have no regrets. All you have to do is take that initial leap of faith and you’ll soon learn it was the best decision you could have made.

Will has transformed my life actually, as he has enabled me to consolidate my pensions (including Final Salary Pension) in order that I could retire at aged 60 ! I can highly recommend Will as a first rate financial advisor who goes above and beyond to help you realise your true worth. Will is very down to earth and extremely professional in all aspects of his work.

Will is a good advisor, has given good advice to me for the last five years. He is very helpful and I continue to use him.

We first met Will at quite a low time in our lives due to a cancer diagnosis which had forced me to finish work at 63. My pensions were in a mess to say the least. I had numerous company pensions and a private one too. Will went through everything meticulously, advising a flexi drawdown scheme, explaining every step and making sure we fully understood. As a result of all his hard work we are living very comfortable in the knowledge that everything is in good hands and doing really well. We have a yearly review and go through the performance of the investments. We know we can contact Will at anytime if we have any concerns and he will always help. Will is a genuine, friendly guy and would recommend him to family and friends without hesitation.