Testimonials

Testimonials – Pension Transfers, Financial Advice Scotland

As a financial adviser I specialise in Retirement Planning and Pension Transfers. I’ll be happy to help you with either Personal or Group Pension matters or may out a safe investment strategy apart from pension planning to help you build and preserve your wealth.

Many of my clients have been with me for many years, and include ex pats from New Zealand, Canada and France.

Here is what some of them have to say…

Tom Queen (Tom Queens Solicitors, Dunfermline, Fife, Scotland)
“I have introduced many clients of mine to Billy as I have complete trust in his professional ability.”

Ian MacKay – IT Professional
“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.”

Colin Simpson
“Bill has been advising me on pension matters for a few years now and helped me consolidate several funds. He has given me sound impartial advice, which has enhanced my portfolio.

Recently Bill guided me through the process of setting up a Family Trust Fund that will prove invaluable for the future.

All aspects of Bill’s services are carried out in a highly professional and confidential manner and I would recommend his advice on all financial matters.”

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.”

Susan Halliday
“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.”

Ian Bremner
“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.”

Iain Jones: Director, 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.”

Graeme Campbell – Director Squealadeal Ltd.
“I have used Billy’s services for many years now. It is a great relief having someone I know and trust dealing with my money matters. Over the years I have acquired mortgages, Life insurance, and amalgamated several pension funds. I can’t speak highly enough of the service he provides.”

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.”

Malcom Adamson
“I had pensions and savings spread around a number of places. Bill helped me to consolidate them and provide an income for my retirement. His relaxed style makes him easy to talk to.”

Wendy Kerr
“Billy has been looking after our finances for a couple of years now and we have found his help and advice invaluable. We needed professional help as our money was a bit scattered around! Oh, and he is a very nice chap – easy to talk to and he does make financial matters easier to understand.”

Brian Mercer – Business Consultant
“I have known Billy for many years and when I was starting my own business and in need of Financial Advice I had no hesitation in going straight to him. In the last year he has helped consolidate various pension funds, sort out my investment portfolio, setup new life, critical illness and income protection cover and I am very happy with the results.

Everything was easy to understand and dealt with in a relaxed and professional fashion. I would not hesitate to recommend Billy in the future.”

Fill out the form below to get in touch with William…



Investment and Tax

The value of pension and investments and the income they produce can fall as well as rise. You may get back less than you invested.

The Financial Conduct Authority does not regulate advice on tax planning.

Call William…

Free from a landline: 0800 321 3508

Or click to call to his mobile : 07803 508187

Financial Advice

William on BBC Radio

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


Listen to the BBC show here

MP3 and PDF Financial Guides

Testimonials

"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.

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Dates and Times

NOTE: I have been writing articles here since 2007 so please take note the date of the article, because obviously, things like laws or tax allowances etc may have changed since then.

I do try my best to keep up to date, but I'm only an humble advisor and there are hundreds of my financial articles here! Please call or email if you need to double check something. I'll gladly help.