Will Worsley — Independent Financial Adviser in Caterham
About Will Worsley
Will Worsley is a dedicated Financial Advisor with Wingate Financial Planning, assisting clients across the UK with their financial planning needs. With particular experience in retirement planning and investment management, Will helps individuals and families meet their needs, achieve their goals, and have long-term financial security now and across the generations. Will has over 18 years' experience as a Chartered Financial Planner in the financial services industry and has specialist qualifications in Securities Advice and Dealing, Discretionary Investment Management, Pension Transfer Advice, and Long Term Care. As an Associate member of the Personal Finance Society (APFS), he is a committed and technically skilled adviser adhering to the highest professional standards within the industry while ensuring advice is clear and clients feel confident in making the right financial decisions. Will lives in Sussex and enjoys the range of options this provides with easy access to the outdoors and the City.
Services
- Retirement planning
Specialisations
- Retirement Planning
- Investment Management
- Tax Planning
- Later Life Advice
- Pension Planning
- Pension Transfer Specialist
Qualifications
Associate member of the Personal Finance Society (APFS) Advanced Diploma in Financial Planning (CII) Award in Regulated Pension Transfer Advice (CII) Diploma in Regulated Financial Planning (CII) Certificate in Securities Advice and Dealing (CII) Certificate in Discretionary Investment Management (CII) Award in Long Term Care Insurance (CII) Certificate in Mortgage Advice and Practice (CII)
Regulation
Will Worsley is FCA-verified (firm: Wingate Financial Planning).
Frequently Asked Questions
Is Will Worsley an FCA-regulated financial adviser?
Yes. Will Worsley is FCA-regulated and verified by Trusted Advisor. We re-check every adviser's FCA status regularly to make sure their authorisation to give regulated advice is current.
What services does Will Worsley offer?
Will Worsley offers Retirement planning. 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 Worsley?
Fees vary depending on the service, the complexity of your situation and the assets involved. Will Worsley 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 adviser?
Will Worsley is an independent financial adviser, 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 Worsley?
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 Worsley directly through the contact form.
Does Will Worsley work with clients outside Caterham?
Many of the advisers on Trusted Advisor work with UK clients remotely as well as in person. Will Worsley is based in Caterham but you can confirm preferred meeting locations and video options when you book your initial call.