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Will Driver | Chartered Financial Planner is listed as Director at Fresh Perspective Financial Planning Ltd at Fresh Perspective Financial Planning Ltd, a company with 2 employees, based in Bath, England, United Kingdom. AeroLeads shows a work email signal at paradigmnorton.co.uk and a matched LinkedIn profile for Will Driver | Chartered Financial Planner.
Will Driver | Chartered Financial Planner previously worked as Director at Fresh Perspective Financial Planning Ltd and Chartered Financial Planner at Paradigm Norton Financial Planning Ltd. Will Driver | Chartered Financial Planner holds Llb Law, Law from University Of Durham.
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Fresh Perspective Financial Planning is a refreshingly different type of financial adviser firm, one that puts you at the heart of what we do.We set up the firm with a simple aim; to help you identify your key needs, goals and objectives and then to help you achieve these by managing your finances in the most effective and appropriate way.Fresh Perspective Financial Planning offers complete peace of mind. Our wealth management service is built on Trust, Honesty, Integrity and Transparency. By operating in this way in everything we do, we aim to give you the best ‘client experience’ of any wealth management firm.As a Director of Fresh Perspective, I work with senior professionals, company directors, entrepreneurs, landed families and other high net worth individuals to help them achieve the life they want to lead.I specialise in creating bespoke retirement and inheritance tax planning strategies underpinned by sensible asset management enabling you to meet your retirement goals.At Fresh Perspective we take an intellectual approach to financial planning and wealth management and this is reflected in the bespoke solutions we design for our clients.We acknowledge that money isn’t everything. We take the hassle out of managing your finances so you can concentrate on living the life you want.Prior to starting Fresh Perspective Financial Planning Ltd, I spent the previous decade working as a Senior Financial Planner for leading firms in Bristol and the City of London, specialising in advising high net worth individuals. I have also gained experience working within several of the top accountancy practices. A graduate in Law from Durham University, I have completed the Advanced Diploma in Financial Planning, Investment Management Certificate and Diploma in Insurance. I hold both the Certified Financial Planner and Chartered Financial Planner qualifications.Specialties: Pensions & Retirement Planning (CII G60)Investments & Wealth Management (CII AF4 with Distinction)Protection PlanningEstate and Tax Planning (CII G10 with Distinction)
Listed skills include Wealth Management, Pensions, Retirement Planning, Financial Planning, and 45 others.
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Bath, United Kingdom
My role at Fresh Perspective is to act in the best interests of my clients. I help them to identify their key goals and then I design a financial planning strategy to help them achieve these.I manage my client’s investment assets by designing bespoke investment portfolios tailored to their risk profile and their financial goals and needs.I design.
Bristol, United Kingdom
I specialised in delivering creative financial planning solutions for my clients and their families. Here I continued to develop my broad experience, advising senior professionals, company directors, entrepreneurs and landed families.In addition to my daily financial planning work, I sat on the Pensions Technical Committee and Investment Committee, and was.
London, United Kingdom
I specialised in delivering creative financial planning solutions for my clients and their families, developing a broad experience, advising senior professionals, company directors, entrepreneurs and landed families.In addition to my daily financial planning work, I served on the Technical Focus Group and took an active role in the firms recruitment.
Activities and Societies: Junior Common Room Senior Treasurer College Ball Treasurer Junior Common Room Representative to the College.
Activities and Societies: The Warrender Prize for Business Studies (1997); The Hayes Prize for Business Studies (1998)
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Will Driver | Chartered Financial Planner works for Fresh Perspective Financial Planning Ltd.
Will Driver | Chartered Financial Planner is listed as Director at Fresh Perspective Financial Planning Ltd at Fresh Perspective Financial Planning Ltd.
AeroLeads has found 1 work email signal at @paradigmnorton.co.uk for Will Driver | Chartered Financial Planner at Fresh Perspective Financial Planning Ltd.
Will Driver | Chartered Financial Planner is based in Bath, England, United Kingdom while working with Fresh Perspective Financial Planning Ltd.
Will Driver | Chartered Financial Planner has worked for Fresh Perspective Financial Planning Ltd, Paradigm Norton Financial Planning Ltd, Saunderson House Ltd, and Deloitte.
Will Driver | Chartered Financial Planner's colleagues at Fresh Perspective Financial Planning Ltd include Richard Boyd | Chartered Financial Planner.
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Will Driver | Chartered Financial Planner holds Llb Law, Law from University Of Durham.
Will Driver | Chartered Financial Planner is listed with skills including Wealth Management, Pensions, Retirement Planning, Financial Planning, Financial Advisory, Retirement, Strategic Financial Planning, and Investments.
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