Retired Certified Financial Planner
Current
Oct 2024 - Present
AeroLeads people directory · profile
Bill Saunders Email & Phone Number
Retired Certified Financial Planner
at
N/a
1 work email found
@acumenfp.com
3 phones found area 122
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
N/a
Role
Retired Certified Financial Planner
Location
United Kingdom
Who is Bill Saunders? Overview
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Quick answer
Bill Saunders is listed as Retired Certified Financial Planner based in United Kingdom. AeroLeads shows a work email signal at acumenfp.com, phone signal with area code 122, and a matched LinkedIn profile for Bill Saunders.
Bill Saunders previously worked as Certified Financial Planner at Acumen Financial Planning and Financial Planner at Acumen Financial Planning. Bill Saunders holds Mathematics from University Of Bath.
Company email context
Email format at N/a
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{first}.{last}@acumenfp.com
86% confidence
AeroLeads found 1 current-domain work email signal for Bill Saunders. Compare company email patterns before reaching out.
Profile bio
About Bill Saunders
Bill Saunders is a Retired Certified Financial Planner at N/a. He possess expertise in tax, financial advisory, strategic financial planning, investment strategies, investments and 12 more skills. Colleagues describe him as "I found Bill via PCG and was delighted that he was able to quickly and professionally solve a pension challenge I had been grappling with for well over a year. And it took just one phonecall! I feel very reassured and more in control knowing that I now have a pension that will hopfully work much better for me. He is a real expert." and "Bill is a very trustworthy personn and unlike many people in the financial advisory service industry genuinly looks after the clients interest. I have had good results while Bill has been advising me since 2006 until present and see this partnership continuing."
Listed skills include Tax, Financial Advisory, Strategic Financial Planning, Investment Strategies, and 13 others.
Current workplace
Bill Saunders's current company
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N/A
6 roles
Bill Saunders work experience
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Certified Financial Planner
Bill is passionate about financial planning and believes that effective planning is only possible once measurable objectives have been agreed between the client and financial planner. He believes there is a world of difference between the old fashioned financial services model which was based around the sale of products, and the truly independent fee-based financial planning which he provides to his clients. Bill serves his clients by providing them with fully integrated investment strategies which are designed to capture market returns without unnecessary risk and at minimum cost. He takes great care to ensure that his clients’ investments are matched to their circumstances, are focussed on agreed objectives, and are tax effective.Specialisms:Comprehensive Financial PlanningRetirement Planning Estate and Tax Planning
Feb 2007 - Oct 2024
Financial Planner
Jul 2003 - Feb 2007
Regional Manager
Jan 2001 - Jul 2003
Sales Development Manager
Sep 1999 - Jan 2001
Broker Consultant
Oct 1997 - Sep 1999
2 education records
Bill Saunders education
Mathematics
Education record
Collyers
FAQ
Frequently asked questions about Bill Saunders
Quick answers generated from the profile data available on this page.
What is Bill Saunders's role at their current company?
Bill Saunders is listed as Retired Certified Financial Planner.
What is Bill Saunders's email address?
AeroLeads has found 1 work email signal at @acumenfp.com for Bill Saunders.
What is Bill Saunders's phone number?
AeroLeads has found 3 phone signal(s) with area code 122 for Bill Saunders.
Where is Bill Saunders based?
Bill Saunders is based in United Kingdom.
What companies has Bill Saunders worked for?
Bill Saunders has worked for Acumen Financial Planning, Norwich Union, and Norwich Union Life.
How can I contact Bill Saunders?
You can use AeroLeads to view verified contact signals for Bill Saunders, including work email, phone, and LinkedIn data when available.
What schools did Bill Saunders attend?
Bill Saunders holds Mathematics from University Of Bath.
What skills is Bill Saunders known for?
Bill Saunders is listed with skills including Tax, Financial Advisory, Strategic Financial Planning, Investment Strategies, Investments, Financial Risk, Financial Planners, and Inheritance Tax Planning.
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