Expertise
- Pension Auto Enrolment
- Pension Consolidation
- Pension Planning
- pension review
- Investment Planning
- Investment Advice
- INvestment management
- Financial Advice
- Financial Planning
- Business Owner
- Inheritance Tax Planning
- Profit Extraction Strategies
- Life & Medical Insurance
- Employee Benefits
- Death in work insurance
- Income Protection
- Critical illness cover
- shareholder protection
- Keyperson
- ISA
- Capital Gains Tax
- Portfolio Management
- Wealth Management
- Pensions on Divorce
- family protection
Summary
My clients are made up of Business owners, Directors, Managing Directors & Partners from Accountancy, Law, Private Equity firms and contractors in the IT industry. Many do not have the time due to work and family commitments, nor the expertise, experience and resources to ensure that their financial wellbeing is being well looked after consistently year after year.
William makes sure his clients have a solid financial plan that is regularly reviewed which allows them to re-stratagise if markets or personal circumstances change.
He is able to advise his clients on the following:
Pension planning
Investment planning
Business & Personal protection
Experience
-
Southover Wealth
Managing Director
- Current
