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William Caldwell

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William Caldwell
William Caldwell
BA (Hons) DipPFS
Independent Financial Adviser

William spent 21 years working in a variety of roles within HSBC. During this time he gained valuable experience of a diverse range of clients and customer situations that he can draw upon.

As an Independent Financial Adviser, William feels that he can offer the best possible range of solutions to his clients and work towards optimising the outcome for his clients.  He has extensive experience in relationship management, providing financial advice to businesses and business owners as well as private individuals.

William enjoys getting to know businesses and the people behind them as well as private clients, and ensuring that all their interests are aligned from a financial planning perspective. William will spend time understanding his clients and their objectives and needs, and highlight areas that they have overlooked or may be unaware of. This is done through active listening and development of a dialogue that ensures that the client addresses their priorities.

William has an extensive knowledge of pension, investment and protection solutions and offers a friendly, professional and personal service to his clients.

William can be contacted directly on 07770 615770 or via e mail: 


‘We found William to be very thorough, attentive, patient and knowledgeable. William was very pleasant to deal with and we did not feel under any pressure to make our final Investment decision.’

‘William provided an excellent service. He completely understood my needs and I wouldn’t hesitate to recommend him to others.’

‘William is friendly, helpful and very patient with me. I appreciate this as I’m not financially minded and William tries to explain things so that I understand him and all that he’s advising me.’

‘William is a most helpful and corvivial IFA who always attended to my ‘random’ requests in a timely and constructive manner.’