Our Team.

Will started his career in 2004 with a well-known high street bank. After 11 years developing his career to Financial Planning, Will was suddenly made redundant as the impact of legislation made most UK banks pull away from providing financial advice.

Will founded Southcote Financial in 2015 ensuring that he could provide comprehensive financial advice and make a real and measured difference to his clients. Will champions financial advice to individuals and small to medium enterprises. Will is keen advocate of ensuring  that his clients are operating as tax efficiently as possible and has built a team around him with great service, tax efficiency and a growth mindset at its core mantra.

Will specialises in building wealth in pensions, investments and tax planning vehicles.

He took a major step in his professional career by completing the Level 6 Advanced Diploma in Financial Advice obtaining Chartered Status with the London Institute of Banking and Finance in December 2021.

Will spends most of his spare time supporting his young son who plays competitive tennis and enjoys the occasional round of golf, however he says he needs to work on his game a little!