William on BBC Radio Scotland

Here is an interview William gave on BBC Radio Scotland where he spoke with Fred MacAulay and Karen McKenzie about Cash and Investment ISAs.

Listen to the BBC show here

A New Way To Guarantee Your Retirement Income

If you need a guaranteed income with growth opportunity then read this...

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Good News For Dunfermline

William with Lord Provost of Fife, Jim Leishman and John Park (ex-MSP) with good news about their Dunfermline Fire Station project.


Warning For New Retirees on Annuities

This is a true story, but I am still shocked by how many people still make this ONE hideous mistake with their retirement...

Wrong choice single life


Pension Transfers

Probably one of the most misunderstood aspects of retirement planing, and one of the easiest to get wrong.

Make sure you get the fundamentals clear before making a move because you don't want to make a mistake which could mean you end up with less income when you retire.

Read my Pension Transfer Guide: 10 Point Checklist.


How to make sure you don’t blow your pension if you get it all at once


Ensure you are not one of those who blows their pension under the new rules because you suddenly "feel rich."

Check these 7 steps here to be sure...

Plan Long Term For Your Pension

Cliff Richard will obviously have no money concerns when he finally stops treading the boards and retires, but what about the rest of us?

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Call William…

Free from a landline: 0800 321 3508

Or click to call his mobile : 07803 508187

Happy Clients

David Guy: Director, Guy & Co.

“A pragmatic advisor who takes the jargon out of investment planning. Bill reviewed my rather messy portfolio, guided me through a consolidation process and advised me on a range of investment options to control within a flexible SIPP package. Great advice, nice guy.”

Statutory Notice

This website offers Financial Advice for the UK only. The value of an investment can go down as well as up and you may not get back as much as you put in.

More Happy Clients…

Chris Hudd: Director, Star Commercial Academy

“William (Bill) has proven to be a consistently trustworthy source of great and impartial financial advice.

He has a relaxed informal style and never tries to force anything onto clients which they are not comfortable with. I would recommend him wholeheartedly.

Iain Jones: Director of KDM Shopfitting, Rosyth, Fife Business of the Year Winners.

“We are delighted to have brought in the services of Billy (William) after a recent review of our companies situation.

He has given us sound and invaluable advice in areas such as Directors pensions, group pensions and business protection.

We look forward to developing our working relationship over the exciting times which lie ahead.”


They Should Be Jailed Not You

In Oct 2013 alone £420 million was siphoned from pension savings by this clever scam. Don't let it happen to you.

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