Saunderson House

I specialise in helping private clients in creating robust financial plans aimed at ensuring the achievement of their financial goals. This includes providing advice on a wide range of planning areas such as investment strategies, retirement planning and income, tax planning, insurance, and inheritance/estate planning. I work closely with my clients to understand their financial situation, goals, and risk tolerance. This then leads to the development of a tailored financial plan that takes into account the client's unique circumstances which in turn helps them make informed financial decisions which will enable them to achieve their long-term financial objectives. Where appropriate, I will work with Investment managers.

I work closely with the Financial Planners both before and after client meetings to gain a greater understanding of a client's circumstances, requirements and financial objectives. Once the financial planning strategy is agreed, part of my role is to review any existing arrangements and ensure these continue to be appropriate, as well as undertaking research to confirm any proposals we make will meet the needs and objectives of the client. I then outline the plans agreed with the financial planner and report these to the client in writing, ensuring that all the relevant information is included and that our recommendations meet the client's needs. I also liaise with the relevant providers to ensure the smooth processing of applications and information where required.

William is a Chartered Financial Planner with the Chartered Insurance Institute, a member of The Society of Trustee and Estate Practitioners and a Fellow of the Personal Finance Society. 

He joined Rathbones in 2017 from Lansdown Place Wealth Management, where he spent time advising clients on all aspects of financial planning.

William has experience in providing independent financial advice to a wide range of individuals, families, trusts and business owners.  He helps his clients across a broad range of areas including protecting their wealth, investment and retirement planning, and succession and inheritance tax planning.