Our Financial Consultants / Paraplanners
Will Harries
Senior Financial Consultant
Will is a Senior Financial Consultant with over 10 years experience. He manages accounts for both private individuals and company owners helping map out long term, tax efficient investment plans. Will covers all aspects of Financial Planning from Inheritance Tax Planning, Pensions, Tax Efficient Investing and Retirement Planning, all the way through to Venture Capital Investments.
After leaving school and while studying at Loughborough University, Will played professional Rugby for Northampton Saints, Gwent Dragons and Wales. During his younger professional career, Will started to build long term working relationships and began building his experience and qualifications in Financial Planning.
Qualifications
DipPFS Chartered Insurance Institute Diploma in Financial Planning
Expertise
Insights by Will Harries
A blended retirement strategy: Annuities alongside drawdown
Combining an annuity with flexible pension withdrawals allows savers to secure a guaranteed income in retirement, without sacrificing flexibility and returns potential.
Financial planning for small business owners: Tips for cutting your tax bill
How can family-run businesses navigate the tax maze and implement financial efficiencies, while also incorporating a robust succession plan?
Key tips for cutting your tax bill before the end of the tax year
Counter the cost of living squeeze by making full use of available annual allowances and exemptions. Substantial savings can be made by optimising pensions and ISAs, and by disciplined use of your capital gains tax exemption.
