Bill joined the financial services profession after spending 12 years in the Armed Forces. In the nearly 30 years that he has been in his ‘second career’, he has a filled a variety of roles, including Compliance and sales management. However, having settled into advising in more recent years, he joined the business in 2016 to work alongside Brendan in the Financial Planning Team.

He lives in Gloucestershire with his wife Janet, his children Gary & Nicola having long since left home, and in his spare time enjoys riding his Harley Davidson motorbike.