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Will Worsley

Chartered Financial Planner

Will is a dedicated Financial Advisor assisting clients across the UK with their financial planning needs. With particular experience in retirement planning and investment management, Will helps individuals and families meet their needs, achieve their goals, and have long-term financial security now and across the generations.

Will is a Chartered Financial Planner with over 15 years experience in the financial services industry and has specialist qualifications in Securities Advice and Dealing, Discretionary Investment Management, Pension Transfer Advice, and Long Term Care. He is a committed and technically skilled adviser adhering to the highest professional standards within the industry while ensuring advice is clear and clients feel confident in making the right financial decisions.

Will lives in Sussex and enjoys the range of options this provides with easy access to the outdoors and the City.

Qualifications

• Associate member of the Personal Finance Society (APFS)
• CII Level 6 Advanced Diploma in Financial Planning
• CII Level 6 Award in Regulated Pension Transfer Advice
• Pension Transfers (AF7)
• CII Level 4 Diploma in Regulated Financial Planning
• CII Level 4 Certificate in Securities Advice and Dealing (CertPFS Securities)
• Securities advice and dealing (CII J12)
• Certificate in Discretionary investment Management (CertPFS DM)
• Discretionary investment management (CII J10)
• CII Level 3 Award in Long Term Care Insurance
• Long Term Care Insurance (CF8)
• Certificate in Mortgage Advice and Practice (CeMAP)
• Financial services, regulation & ethics (CII R01)
• Investment principles and risk (CII R02)
• Personal taxation (CII R03)
• Pensions and retirement planning (CII R04)
• Financial protection (CII R05)
• Financial planning practice (CII R06)
• Trusts (CII J02)
• Personal tax and trust planning (CII AF1)
• Investment planning (CII AF4)
• Retirement income planning (CII AF8)

Are you ready to make informed decisions about your money?

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