William Theobald

If it’s time for financial advice, I can help you

Coming into a sum of money can be exciting and overwhelming at the same time, especially if it’s sudden or unexpected. And while you’re trying to process all the emotions involved, you’ll probably have to make some important financial decisions as well.

Whether you’ve received an inheritance, a windfall, or a lump sum from work, having an adviser to help guide you and make a sensible plan can take away some of the stress and worry so you can focus on the benefits.

I can help you understand all the different options available to you, taking advantage of any allowances so your money works as tax-efficiently as possible.

I can also help you adjust your financial plans or make completely new ones by showing you how the choices you make today could impact your future.

Together, we can put your money to work in a way that helps you feel confident about the future.

Tax treatment varies according to individual circumstances and is subject to change.

Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. April 2026.

I hold a 2.1 degree in Economics, am a member of the Chartered Institute of Taxation, and have a Diploma in Regulated Financial Planning from the Chartered Insurance Institute. Numbers have always been my strength, but it’s the people behind them who matter most. Applying the principles I’ve developed throughout my career, I help clients achieve financial security, independence, and peace of mind - with advice that’s clear, personal, and built to last.

My approach is simple: I only recommend solutions I’d feel confident offering to my own family. I’m committed to building long-term relationships, grounded in trust, transparency, and genuine care. The financial strategies I provide are tailored to your individual goals, helping you live the life you envision with clarity today and confidence for the future.

In a world where financial literacy is low and social media is full of noise, I’m passionate about guiding people through complex decisions with clarity and care. My aim is to help you make informed choices that reflect your values and life’s purpose. While I’m paid for my services, my motivation comes from a genuine love for this work. Financial planning, for me, is about making a meaningful impact - helping people live fully today while building a secure tomorrow.

I live in South London with my wife, and we’re lucky to have two wonderful children, plus nieces and nephews who keep family life lively. When I’m not running around after my two children, I enjoy travelling, spending time with family and friends, and the occasional trip to the gym. Life’s busy, but full and I know how important that balance is for my clients too.