Will Stevens
Financial Planning Manager
London
About me
Will joined Killik & Co in 2018 as a Financial Planner and was made Financial Planning Manager in 2019. He has worked in the industry since 2013 with previous experience at an a City based IFA and national accountancy firm. Will was part of the team originally sent to open Killik’s latest location on Northcote Road in Battersea – House of Killik | Northcote. Will now mixes advising his own book of clients with managing a growing team of newly qualified Financial Planners, aiming to share his experience to help develop future adviser talent.
Will makes no attempt to hide his views on money and his belief in its power to change people’s lives. He is passionate about helping people live the life they want to through a better understanding of their finances. When not working (and outside of lockdown) he spends most of his time at the pub with friends, trying to get to as much live music as possible, and spending time in the sun, preferably by the coast so he can get some scuba diving in at the same time!
My details
I like helping people on:
Pensions - Approaching retirement
Pensions – Getting started
Pensions – Retired
Redundancy
My qualifications:
Diploma in Financial Planning
My charging model:
Ongoing % fee