Will joined Killik & Co in 2018 and is our Head of Financial Planning. He is a Chartered Financial Planner Practitioner and a member of the Chartered Insurance Institute (CII) and Chartered Institute for Securities and Investments (CISI).
Will specialises in working with individuals and families to firstly understand their current financial position, lifetime goals, and develop tailored long-term strategic financial plans alongside investment mandates to help achieve these. His expertise includes lifetime cashflow planning, tax-efficient investing, planning for education fees, financial protection, retirement planning and succession planning.
He regularly contributes to the financial press, including the Financial Times and This is Money.
“Planning topics can get complicated quickly, and the role of a Planner is often misunderstood. In the last few years, I've seen more urgency around bringing these discussions further down the generations, and it's great to see more people considering the benefits of financial planning than before.”
William Stevens
Mayfair branch
Sign up to our newsletter
Sign up to receive the latest news from Killik & Co, including our Market Update and Killik Explains educational videos, and be one of the first to hear about upcoming events and webinars. You can unsubscribe at any time and learn how we use your data in our Privacy Policy.