William Stevens

Financial Planning

About

Will Stevens_tall
Will is the Head of Financial Planning and co-head of Wealth Planning. He joined the firm at the start of 2018, becoming Head of Financial Planning in 2021. 

Will is one of our key spokespersons and provides commentary to financial press including; The FT and This is Money. Will also regularly features in our quarterly magazine, Confidant.

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 future education fees, financial protection, retirement planning and succession planning.

Will is a member of both the Chartered Insurance Institute (CII) and Chartered Institute for Securities and Investments (CISI).

Branch

Mayfair
46 Grosvenor Street
Mayfair, London
W1K 3HN

Nearest Tube: Bond Street
+44 (0) 207 337 0777
[email protected]