William Forwood
My aim is to provide a tailored and thorough service to my clients, catering for all the needs of their financial lives. This predominantly surrounds retirement planning, investment planning in a coherent and tax efficient manner, and protecting this financial life through the appropriate insurances if necessary. With an ethos which is driven by communication and reliability, the client service I strive to achieve goes above and beyond simple financial advice, but achieving financial and overall life goals with appropriate strategies in place to do so.
Outside of a professional and academic perspective, I am a keen musician with a particular love for the piano and drums. I am also an avid sportsman with a passion for all things football as both a player and spectator, but accompanying is an interest in anything ‘England’, especially cricket and rugby.