Hello, I’m William George (or Bill if you prefer). Since 1993 I’ve been a successful Financial Adviser based in the ancient seat of Scottish Kings, Dunfermline, Fife.
My clients come from my own home town of Dunfermline but also in Edinburgh and Glasgow, and as far North as Aberdeen, so I cover the whole of Scotland. However, in addition I also serve expat clients as far as Canada, USA, Japan, and even New Zealand who have all come to me directly from the Internet.
Here is what my clients say…
“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 Billington Cartmell, Business Director.
“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.
My 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 finish up working”.
Investment advice and Pension Retirement Planning for business or individuals, is my main focus. Finding the best investment strategy for money that you already hold in your pension, and building a solid foundation that stands firm despite market fluctuations, is where I am most able to help clients.
Key Perspectives
Proper financial planning is vital in today’s volatile global markets. Getting clear, unbiased whole of market financial advice is essential to achieving retirement or business goals.
In our office Alan ( Mortgage Advisor and planner) and I use advanced financial analysis software to provide you with easy to understand reports, so you are kept updated 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 Conclude
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 that everyone who has worked hard should be able to enjoy.
Finally…
A bit of background on me; I’ve also got a great wife and two children. Any spare time I have is spent supporting Dunfermline FC (for my sins!), managing local musicians and singing myself when the rest of my friends can bear it!
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.
For fastest service phone me free from a landline on 0800 321 3508 or direct to my mobile on 0757 679 1009.
Alternately fill out the form below…
