Will joined Tideway in October 2016 having worked at another wealth management business in the years prior. Will graduated University with a degree in Accounting and Finance and has since completed his Diploma in Regulated Financial Planning. Having lead and been a big part of the Client Services and Paraplanning teams, Will is now one of our Wealth Managers.
As Will has been a part of the back office process and now the advice process, he has used his experiences to write our guide on pension consolidation. Will is an avid AFC Wimbledon fan and one of the company golfers, but usually spends his spare time with his young family.
Whilst discussing finances within families can be difficult, rising asset prices and frozen Inheritance Tax (IHT) thresholds has inevitably meant that more and more people will be dragged into paying...
Tideway Wealth Management Limited (TWM) is an appointed representative of Tideway Investment Partners LLP (TIP). Tideway Investment Partners are authorised and regulated by the Financial Conduct Authority (FRN: 496214). Tideway Investment Partners LLP is a limited liability partnership incorporated in England and Wales. Registered address: 107 Leadenhall Street, London, EC3A 4AF, Registered number. OC343430. Tel +44 (0) 20 3143 6100.