Will Battle
Financial Planning Consultant, DipPFS in Ipswich
A little bit about Will
Will has been providing financial advice for two and a half years, and has been in the industry for four. He previously worked for a St. James Place practice but is now an adviser for Quilter Financial Advisers within their Advice Hub.
Will was awarded his Diploma in Financial Planning in 2021 through the CII, and plans to work towards Chartered status.
His specialities are retirement planning and tax-efficient wealth management. He looks after many clients, mostly in Suffolk and Norfolk who are at a variety of different stages in life.
He understands that everyone’s circumstances are very different, and so are their needs. He’s very passionate about delivering trust-worthy and value-adding advice built around long-term relationships.
In his spare time, Will enjoys spending quality time with his family and friends, particularly on a golf course.
Start the conversation
Speak to me if you’re interested in preparing for tax year end, or just want advice on making your money go further.
Contact me today
The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.
The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.