Financial Adviser DipPFS in Forest Row
After 30 years in advertising, marketing and start-ups, I bring the same analytical and client-focused approach to financial planning. My experience has taught me that the best decisions come from understanding people's objectives first and then building a clear strategy to achieve them.
When people think about financial advice, they often think about investments. But financial advice can support a much wider range of decisions, helping you plan confidently for the future and make the most of the opportunities available to you.
New research commissioned by Quilter and conducted by Boring Money found that many people understand how advisers like me can help with investments, but are less aware of the wider support available through professional financial planning.
As an adviser, I may be able to help with:
Financial decisions can feel complex at times, particularly as circumstances, legislation, and markets change.
If we work together, I can help you:
If this sounds good to you, please get in touch.
Tax Planning, Estate Planning & Legacy Planning are not regulated by The Financial Conduct Authority.
Approver Quilter Financial Limited and Quilter Financial Services Limited. August 2026
Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.
Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.
Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.
Expert advice to help provide comfort in your retirement.
Whole of life and term assurance protection, private medical arrangements, critical illness insurance.
Home contents insurance, buildings insurance.
Commercial mortgages/remortgages, workplace pension and employee benefits. Commercial mortgages are by referral only.
First time buyers, remortgages, buy-to-let.
Forest Row
East Sussex
United Kingdom
Will is based in Forest Row and offers expert financial advice to suit your needs.
My background spans over 30 years in advertising, marketing and early-stage companies, working with organisations ranging from household names to start-ups. Throughout my career I've helped people make informed decisions, build successful businesses and plan strategically for the future.
Having spent three decades running teams and advising commercial clients, I understand the financial decisions people face beyond the textbook. I've experienced the realities of building wealth, managing risk, investing for growth, borrowing, employing people and planning for the long term. That commercial perspective helps me relate to clients' financial objectives in a practical, real-world way.
A life-changing personal event also reinforced for me just how important financial security can be during life's most challenging moments. It prompted me to retrain as a financial adviser so I could help individuals and families build, protect and pass on their wealth with confidence.
My aim is to provide straightforward, evidence-based advice that is tailored to each client's goals and circumstances. Whether that's planning for retirement, investing tax-efficiently, protecting a family's financial future or passing wealth to the next generation, I want clients to feel informed, supported and confident that their financial affairs are working as hard as they are.
I hold the CII Diploma in Regulated Financial Planning and have been approved by the Financial Conduct Authority. I also hold a 2:1 honours degree in Russian Language and Literature from Oxford University.
Outside of work I have two daughters and live on the edge of Ashdown Forest with my wife and, Rouble, our fox red labrador. In my spare time I enjoy travel, property, gardening, most sports, open water swimming and marathon running.
Thanks for reading my profile. Feel free to reach out for no obligation chat, regardless of how big or small your query might be.
In advising you, I follow a simple and trusted 3 step process:
We will arrange a time to talk about your goals and plans.
I'll prepare a tailored plan which always takes full account of your goals, and gives you the steps and expert support from me to get there. All explained simply.
I'll be there as your financial adviser to give you the support you need.
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.
Quilter Financial Planning Network only: This financial promotion was approved by Quilter Financial Services Ltd & Quilter Financial Ltd on 03 February 2026.
