So Now You May Get Less? – Single Tier Pension Update

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.

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Fife Newspaper Finance Columnist William George

On the Money Financial Column Dunfermline Press

Recently William was asked to start writing for the Dunfermline Press newspaper covering investing, mortgage advice and pension planning.

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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

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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.

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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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Autumn Statement: The Essentials You Need To Know

The Chancellor announced important changes in his Autumn Statement if you are retiring soon....

Get up to speed here...

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.”

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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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Retirees Rocked By Announcement

If you are preparing to retire, don't let astonishing new pension drawdown changes affect your future income.

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