Director, Chartered Financial Planner
William has managed Self’s transition over the last decade to become one of the few fee-only independent firms of Chartered Financial Planners in the UK. He manages the firm’s relationships with clients, as well as guiding corporate strategy and development.
William joined Self (formerly Roger Self Limited) as a planner in 1996. Before then he had been a graduate trainee at Standard Life Assurance Company. He was appointed Director of Self in 2000. Believing in
busyness as well as business, he is qualified as a Chartered Financial
Planner and a Certified Financial Planner; and he thought it would be fun to be admitted as a Fellow of the Pensions Management Institute.
He’s a keen cyclist and fisherman. Cooking is a passion, his speciality is described (by Will) as ‘Asian Infusion’. We’ll keep an eye out to see if he turns up on his favourite programme, Masterchef. But the real loves of his life are his wife Lesley-Ann and their two children Fred and Limoni.