I have worked in financial services for over 25 years and provide broad based advice to individuals and professionals alike helping them with practical solutions to the financial issues that concern them most.

My advice covers all areas of wealth management including; Investment planning, retirement planning, protection and inheritance tax and estate planning. If you feel any of my services could be of use to you or someone you know, please contact me directly.

As a Partner Practice of St. James’s Place Wealth Management based in Horncastle, my emphasis is on maintaining a long-term relationship with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years.

Goal: To offer my clients the best experience and service they have ever had and provide them with a high source of trusted advice for now and the future.

Clients based countrywide. Mainly London, Cambridgeshire and Lincolnshire.

Specialties:

Investment and Inheritance Tax Planning.
Corporate Financial Planning including Key Man and Shareholder Protection.
Trustee Investment Planning on behalf of the Legal Profession.
Investment Planning

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Will Glasbey

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