Will Worsley — Independent Financial Advisor 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
Qualifications
Associate member of the Personal Finance Society (APFS) CII Level 6 Advanced Diploma in Financial Planning CII Level 6 Award in Regulated Pension Transfer Advice Pension Transfers (AF7) CII Level 4 Diploma in Regulated Financial Planning CII Level 4 Certificate in Securities Advice and Dealing (CertPFS Securities) Securities advice and dealing (CII J12) Certificate in Discretionary investment Management (CertPFS DM) Discretionary investment management (CII J10) CII Level 3 Award in Long Term Care Insurance Long Term Care Insurance (CF8) Certificate in Mortgage Advice and Practice (CeMAP) Financial services, regulation & ethics (CII R01) Investment principles and risk (CII R02) Personal taxation (CII R03) Pensions and retirement planning (CII R04) Financial protection (CII R05) Financial planning practice (CII R06) Trusts (CII J02) Personal tax and trust planning (CII AF1) Investment planning (CII AF4) Retirement income planning (CII AF8)
Regulation
Will Worsley is FCA-verified (firm: Wingate Financial Planning).
Frequently Asked Questions
Is Will Worsley a regulated financial advisor?
Yes. Will Worsley is FCA-verified and authorised under Wingate Financial Planning, meaning they are authorised and regulated by the Financial Conduct Authority to provide financial advice in the UK.
What financial services does Will Worsley offer?
Will Worsley offers Retirement planning.
Where is Will Worsley based?
Will Worsley is an independent financial advisor based in Caterham, serving the BN, BR, CR, DA, GU, KT, ME, RH postal areas.
Does Will Worsley offer a free initial consultation?
Yes. You can book a free, no-obligation initial consultation with Will Worsley directly through their Trusted Advisor profile.
What qualifications does Will Worsley hold?
Associate member of the Personal Finance Society (APFS) CII Level 6 Advanced Diploma in Financial Planning CII Level 6 Award in Regulated Pension Transfer Advice Pension Transfers (AF7) CII Level 4 Diploma in Regulated Financial Planning CII Level 4 Certificate in Securities Advice and Dealing (CertPFS Securities) Securities advice and dealing (CII J12) Certificate in Discretionary investment Management (CertPFS DM) Discretionary investment management (CII J10) CII Level 3 Award in Long Term Car
How do I book a meeting with Will Worsley?
You can book a free initial consultation with Will Worsley directly from their Trusted Advisor profile by selecting a time that suits you. There is no charge for the initial call.