Since joining the firm in 2021, Will has been part of the Private Client Group in Killik & Co’s Mayfair Head Office and branch network. In his role, Will works with private individuals and families to understand their ambitions before constructing a long-term strategy underpinned by tax efficiency and effective wealth structuring. His expertise includes lifetime cashflow planning, tax-efficient investing, planning for future education fees, financial protection, retirement planning and succession planning. Will holds the Chartered Insurance Institute (CII) Advanced Diploma in Financial Planning.
Esher branch
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