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 USA.
Here is what some of them have to say…
David Guy: Business Director, Billington Cartmell.
“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.”
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.”
“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.
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.
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.”
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William George has been a Financial Advisor since 1993. From Dunfermline, Fife in Scotland, he services clients across UK, as well as expats from as far afield as New Zealand. He also has appeared on BBC Radio Scotland discussing investing and specialises in helping people with Retirement Planning and Pension Advice. Google+
