Bill recently joined Calculis after more than 20 years working in the financial services sector.
During this time, he has cultivated a particular interest in developing wealth strategies for clients in order to maximise portfolio returns.
Bill will be taking his Chartered qualifications later this year and has achieved an Advanced Diploma in Pension planning (AF3), which means he is able to advise on Final Salary pension transfers.
Outside of work, Bill is married with two children. He is a passionate Southampton FC supporter and enjoys windsurfing as well as keeping fit.