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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: 


‘William was superb. Consultative and considered – I felt reassured that moving my pension was the right thing to do. He conducted the whole process with integrity and honesty.’

‘Our adviser, William is excellent. Advice of a very high quality and indeed I have recommended him to colleagues and friends. He has taken a lot of time to understand my requirements and attitude to risk to tailor products and solutions accordingly.’

‘William was very friendly, helpful and took time to clarify the paperwork. He answered our questions fully and we feel that we now have a trusted person to help us through our retirement years. William was actually recommended by my brother in law. Happy days.’

‘Delighted with the service provided by Mr Caldwell. Would have no hesitation in recommending him to friends and family.’

‘From the moment I met William I put my trust in him and felt relieved that my friend had recommended him to me. Dealing with my Pensions caused me stress and anxiety – William took this pressure away. I have recommended William to my sister.’