Investment Adviser Representative
William has a wealth of experience in the financial sector and is fully qualified on three continents. A graduate of the London Institute of Banking & Finance (UK), The Singapore College of Insurance (Singapore) and the Canadian Securities Institute (Canada), William began his career in Wealth Management in Japan in 1999.
Having subsequently founded and sold a successful Asian-based IFA firm in 2015, William moved to a private practice and is now a Senior Investment Advisor at Blacktower.
He has over 20 years’ experience in the Investment Management Industry, where he focuses on Wealth Management, SIPPs, QROPS, Estate & Legacy Planning, Protection and Offshore Investment structures.
- MLIBF DipFA - Advanced Financial Advisory - Level 4 - The London Institute of Banking & Finance
- Advanced Financial Advisory - M5, M8, M8A, M9, M9A - The Singapore College of Insurance
- Registered Representative of the Canadian Securities Institute - Investment Management and Trading - Canadian Securities Institute