AeroLeads people directory · profile
Will Currie Email & Phone Number
Chartered Financial Planner - Helping individuals, families and business owners achieve their financial goals.
at
Rotherbrook Financial Planning
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 100%
Current company
Role
Chartered Financial Planner - Helping individuals, families and business owners achieve their financial goals.
Location
Petersfield, England, United Kingdom
Who is Will Currie? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Will Currie is listed as Chartered Financial Planner - Helping individuals, families and business owners achieve their financial goals. at Rotherbrook Financial Planning, based in Petersfield, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Will Currie.
Will Currie previously worked as Director at Rotherbrook Financial Planning. Will Currie holds Medical Physiology (Bsc), Biology/Biological Sciences, General, 1St from University Of Leicester.
Company email context
Email format at Rotherbrook Financial Planning
This section adds company-level context without repeating Will Currie's masked contact details.
Rotherbrook Financial Planning
Review company-level records connected to Will Currie before choosing the right outreach path.
Profile bio
About Will Currie
I work alongside directors, professionals and retired individuals to deliver bespoke financial advice. My aim is to ensure you and your family is protected by creating tax efficient wealth over the medium-long term. As a financial adviser, my emphasis is on maintaining a long-term relationship with my clients, providing them with a trusted source of advice as their financial needs evolve.I can provide advice in the following areas: • Retirement Planning (Pension’s & Investments)• Estate & Inter-Generational Wealth Planning (Inheritance Tax Mitigation & Gifting)• Building and Preserving Wealth (Investments & Trusts)• Personal Protection (Life, Critical Illness and Income Protection Insurance)• Business Protection & Tax Planning for Business Owners• Mortgages• Later Life Planning Please contact me for a no obligation review - 01730 239853 or will.currie@sjpp.co.uk.Your home may be repossessed if you do not keep up repayments on your mortgage. The value of an investment with St. James's Place may fall as well as rise. You may get back less than you invested. Trusts are not regulated by the Financial Conduct Authority. Rotherbrook Financial Planning is an Appointed Representative of and represents St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The title 'Partner Practice' is the marketing term used to describe St. James's Place representatives.SJP Approved 18/09/2024
Listed skills include Communication, Wealth Management, Critical Thinking, Financial Planning, and 8 others.
Current workplace
Will Currie's current company
Company context helps verify the profile and gives searchers a useful next step.
1 role
Will Currie work experience
A career timeline built from the work history available for this profile.
-
DirectorRotherbrook Financial Planning provides wealth management and financial advice to individuals, families and businesses helping them to achieve their financial goals. We provide a holistic approach to financial planning, advising clients on retirement, inheritance tax planning, life assurance, savings and investment planning.
1 education record
Will Currie education
FAQ
Frequently asked questions about Will Currie
Quick answers generated from the profile data available on this page.
What company does Will Currie work for?
Will Currie works for Rotherbrook Financial Planning.
What is Will Currie's role at Rotherbrook Financial Planning?
Will Currie is listed as Chartered Financial Planner - Helping individuals, families and business owners achieve their financial goals. at Rotherbrook Financial Planning.
Where is Will Currie based?
Will Currie is based in Petersfield, England, United Kingdom while working with Rotherbrook Financial Planning.
What companies has Will Currie worked for?
Will Currie has worked for Rotherbrook Financial Planning.
How can I contact Will Currie?
You can use AeroLeads to view verified contact signals for Will Currie at Rotherbrook Financial Planning, including work email, phone, and LinkedIn data when available.
What schools did Will Currie attend?
Will Currie holds Medical Physiology (Bsc), Biology/Biological Sciences, General, 1St from University Of Leicester.
What skills is Will Currie known for?
Will Currie is listed with skills including Communication, Wealth Management, Critical Thinking, Financial Planning, Project Management, Business Protection, Leadership, and Teamwork.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Will Currie you were looking for.
View similar profiles
