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William Cox is listed as Financial Adviser at Littlewick Wealth Management Ltd, based in Camberley, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for William Cox.
William Cox previously worked as Associate Partner at St. James’S Place Wealth Management and Quality Assurance Manager at Capture Ltd. William Cox holds Bachelor Of Engineering - Beng (Hons), Mechanical Engineering from University Of Plymouth.
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• Do you have pensions from old employers that you aren't contributing to?• Do you know how much is in your pensions, or what your pensions are invested in?• Are you on track to meet your retirement goals?It is my belief that everyone should have access to holistic financial plan, tailored specifically to their unique and individual circumstances.I’m a qualified Pension Transfer Specialist and Retirement Planning Specialist, and it is my goal to help you achieve the retirement that you want.It’s easy to think of retirement planning as “Pensions” – however there is a lot more to it than that.For some, retirement income planning may be their priority. For others, inheritance tax planning may be on their mind.This is why I have become qualified in the areas that allow me to provide you with advice on a range of important topics. For example:• Pension Planning for your income in retirement needs• Inheritance Tax and Estate Planning so your legacy can be passed on to those you want it to go to• Investment Planning so your money is invested in line with the risk that you want to takeAs an Associate Partner Practice of St. James’s Place Wealth Management, I am supported further by experts that cover all areas of financial advice, such as in investment planning, pension planning, tax advice, inheritance and estate planning, protection advice and corporation financial advice.Based in Chobham, Woking, I provide my financial planning services to a wide range of locations in the surrounding area including:• Reading• Guildford• Woking• BasingstokeIf you are interested in having a conversation with me about how I may be able to help you, please connect with me on LinkedIn, or alternatively you can send me an email at William.Cox@SJPP.co.ukThe value of your investment can go down as well as up. You could get back less than you invested.Littlewick Wealth Management Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.SJP Approved 18/10/2022
Listed skills include Financial Advisory, Pension Advice, Business Investment And Protection, Creativity Skills, and 19 others.
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Woking, England, United Kingdom
Based in Woking, at Littlewick Wealth Management we focus on providing you with bespoke financial advice, specific to your individual needs, hopes and dreams. I look at putting a plan in place to get you from where you are today, to where you want to be in the future. The areas I work in to help these plans come to fruition are those such as investment.
London, England, United Kingdom
St. James's Place Wealth Management is a FTSE 100 company and one of the UK’s leading wealthmanagement organisations. As a company we specialise in delivering quality, face-to-face wealthmanagement advice with a commitment to building trusted and enduring relationships with clients. The St. James’s Place proposition is further enhanced by its distinctive.
Reading, United Kingdom
Worked closely with clients to fully understand what they wanted to achieve with our software, and worked with our developers to turn our clients vision into a reality. Amongst other things, a large part of my time was spent testing our software to ensure it fit our clients requirements, while always offering my honest thoughts and improvements on any.
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William Cox works for Littlewick Wealth Management Ltd.
William Cox is listed as Financial Adviser at Littlewick Wealth Management Ltd.
William Cox is based in Camberley, England, United Kingdom while working with Littlewick Wealth Management Ltd.
William Cox has worked for Littlewick Wealth Management Ltd, St. James’S Place Wealth Management, Capture Ltd, and Geokinetics Inc..
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William Cox holds Bachelor Of Engineering - Beng (Hons), Mechanical Engineering from University Of Plymouth.
William Cox is listed with skills including Financial Advisory, Pension Advice, Business Investment And Protection, Creativity Skills, Tax Planning, Technical Analysis, Retirement Planning, and Data Analysis.
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