Hello, I’m William George (or Bill if you prefer). I’ve been a successful Financial Adviser based in the ancient seat of Scottish Kings, Dunfermline, Fife, Scotland since 1992.
My clients come from my home town of Dunfermline but also Edinburgh, Glasgow, and as far North as Aberdeen… so I do cover the whole of Scotland.
However I also serve expat clients as far as France, Canada and even New Zealand who have come to me directly over the net, (most of whom I have not seen face to face yet!).
I have appeared on BBC Radio Scotland discussing investing and some of my articles have also been featured across some news networks in USA such as Fox News and CBN.
Therefore my retirement plan for you is to help you create…
“Security for the rest of your life – that’s what I want you to be certain about, long before you stop working”.
Investment advice and Pension Retirement Planning for business or individuals, is my main focus. Therefore finding the best investment strategy for money you already hold in your pension, and from there helping you build a solid foundation to stand firm despite volatile markets, is where I help most of my clients and have a proven track record of over twenty years.
Hear what others say…
“Bill was extremely helpful in my financial repatriation to the UK after me being overseas for many years. Thanks to Bill, I’m now fully integrated into various UK based financial programs, all handled with the minimum of fuss and maximum collaboration.” Ian Bremner
“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.” Chris Hudd, Director: Star Commercial Academy.
“I had the triple whammy of an International Assignment, a Pension Scheme closing down and gathering together pensions which had been wandering around for years. Bill met with my wife and I, sorted out our priorities and got to work.
I’m delighted with the returns I’m getting and at last I feel in control of my money (well I feel Bill is). Contacting Bill has been a good financial move by me for once.” Ian MacKay – IT Professional
Myself and my husband have used Billy for many years now and for various Financial issues. We have remortgaged, taken out critical illness cover , transferred pensions and also taken out life insurance.
He has always explained everything to us in great detail to ensure we are making the correct choices. I would definitely recommend his services. He offers a personal and relaxed atmosphere as well, which makes the process much more laid back . He is very discreet and trustworthy. Susan Halliday
“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”. David Guy, Director: Guy & Co.
“I have introduced many clients of mine to Billy as I have complete trust in his professional ability.” Tom Queen, Solicitor. Thomas Queen & Co. Dunfermline, Fife.
Proper financial planning is crucial in today’s often treacherous global markets. And getting clear financial advice is essential if you want achieving retirement or business goals.
To help you do that I’m also assisted by other members of our team here in our Carnegie Asset Management Ltd offices in Dunfermline. We employ the latest financial analysis software to monitor your investments and ensure you understand in plain english how well your portfolio is performing at all times.
Financial Mission Statement
My Mission Statement is to…
1) Help you create wealth – with solid proven, financial solutions from specialist providers.
2) Help you conserve wealth – with future-proofed solutions.
3) Help increase your wealth – using predictable steps with limited downside liabilities.
As with all investments, they can go down as well as up, but the financial products I recommend must have proven their worth and have solid track records of past performance, and will be matched to your risk profile which we will determine at the outset. The best way to do this is start with a Pension Performance Review and simple financial fact find.
To Finish Up…
My aim is to ensure you or you businesses finances are as future proofed as they can be and continue to perform well. After a lifetime in business or work, knowing your retirement finances are safe and secure, is a feeling everyone who has worked hard should be able to enjoy.
Finally some social background on me…
I’m married with two children and support Dunfermline Athletic Football Club (for my sins!) as well as manage local musicians and sing myself when friends can bear it!
I am also heavily involved in supporting local charities too…
For example, here are the artist Ian Moir and Sarah Young along with myself who were part of the team helping garner support for the Fire Station Creative Project in Dunfermline which I am pleased to say has been a great success.
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However that’s enough about me now.
If you’d like to get in touch see below.
It’ll be great to hear from you, and remember your first session is 100% Free.
Later you may choose whether you wish to pay for your Financial Advice with me either on a straight fee basis, ongoing retainer or as an agreed percentage of your investment. This is made clear and transparent to you before you decide on anything I may recommend on your behalf.