Expertise
- family protection
- Pensions
- ISA's
- Investment
- Wealth Management
- Pensions on Divorce
- Income Protection
- Inheritance Tax Planning
- Pension Transfers
- investment planning
- Wills
- Wills, Trusts and Inheritance
Summary
I’m William Voegt, a Financial Planner. During my career I’ve built my expertise around looking after the specific needs of entrepreneurs. Do you have clients who are business owners or self-employed? If so, I would be the ideal person to work with you. I enjoy working with fellow professionals who have entrepreneurial clients, so we could work together to help protect your client’s business, wealth and plan for their future. I can help your clients finance their business, as well as their commercial and personal property.I’m William Voegt, a Financial Planner. During my career I’ve built my expertise around looking after the specific needs of entrepreneurs. Do you have clients who are business owners or self-employed? If so, I would be the ideal person to work with you. I enjoy working with fellow professionals who have entrepreneurial clients, so we could work together to help protect your client’s business, wealth and plan for their future. I can help your clients finance their business, as well as their commercial and personal property.
Experience
-
Liongate Wealth
Owner
- Current