Will Ramirez — Independent Financial Advisor in Lincoln
About Will Ramirez
Will Ramirez is a Wealth Planner at Mattioli Woods, who believes the best financial advice starts with listening and explaining things clearly. His approach is shaped by a career outside traditional financial services, first as a secondary maths teacher and later as a deputy care manager supporting young adults with disabilities. Those experiences taught Will how to make complex ideas easier to understand and how to build trust when the decisions involved really matter. He brings the same principles to financial planning, helping clients understand their finances, explore their options and make informed decisions with confidence. Will advises individuals and families across pensions, investments, protection, estate planning and Inheritance Tax planning. He takes a personal, straightforward approach, tailoring advice around each client’s circumstances and priorities. Whether clients are dealing with financial uncertainty, managing multiple assets or planning for the future, his focus is on creating clear strategies that they genuinely understand. Fluent in Spanish, Will can also support clients and families who prefer to discuss important financial matters in their first language. He believes financial planning should be accessible, and that removing language barriers can make a meaningful difference to the advice experience. Outside work, Will is a father to two sons and enjoys an active lifestyle, including gym training, football, running, yoga and Hyrox. He also has a background in martial arts, reflecting the discipline and composure he brings to both his personal life and his work with clients.
Services
- Retirement planning
- IHT planning
- Sharia-compliant advice
- Mortgages
- Insurance
Specialisations
- Retirement Planning
- Tax Planning
- Investment Management
- Protection Planning
- Estate Planning
- Inheritance Tax Planning
Qualifications
Diploma in Financial Planning
Regulation
Will Ramirez is FCA-verified (firm: Mattioli Woods).
Frequently Asked Questions
Is Will Ramirez an FCA-regulated financial advisor?
Yes. Will Ramirez is FCA-regulated and verified by Trusted Advisor. We re-check every advisor's FCA status regularly to make sure their authorisation to give regulated advice is current.
What services does Will Ramirez offer?
Will Ramirez offers Retirement planning, IHT planning, Sharia-compliant advice, Mortgages. You can see the full list of services on this profile, or book a free initial call to discuss your situation in more detail.
How much does it cost to use Will Ramirez?
Fees vary depending on the service, the complexity of your situation and the assets involved. Will Ramirez will explain all fees clearly before you commit to anything, and the initial consultation booked through Trusted Advisor is free.
What is the difference between an independent and a network financial advisor?
Will Ramirez is an independent financial advisor, which means they can recommend products from across the whole of the UK market without being tied to any single provider. This generally allows for more impartial advice.
How do I book a consultation with Will Ramirez?
Click "Book a Consultation" on this page to choose a time that suits you. The first call is free and there's no obligation. If you'd prefer, you can also message Will Ramirez directly through the contact form.
Does Will Ramirez work with clients outside Lincoln?
Many of the advisors on Trusted Advisor work with UK clients remotely as well as in person. Will Ramirez is based in Lincoln but you can confirm preferred meeting locations and video options when you book your initial call.