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 Caldwell is an outstanding adviser – he knows how much I hate dealing with anything to do with finances, he puts my mind at rest and I have complete faith in him. He is now helping several of my family members with their pensions. Thanks William, you are the best!’
‘William is a true gent. He listens and understands any small problems I may ask. Nothing is to much trouble. Thank you William’