William Cox

William Cox Email and Phone Number

Financial Adviser | Chartered Associate of the London Foundation for Banking & Finance | Pension Transfer Specialist | Littlewick Wealth Management Ltd @ Littlewick Wealth Management Ltd
William Cox's Location
Camberley, England, United Kingdom, United Kingdom
About William Cox

• 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

William Cox's Current Company Details
Littlewick Wealth Management Ltd

Littlewick Wealth Management Ltd

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Financial Adviser | Chartered Associate of the London Foundation for Banking & Finance | Pension Transfer Specialist | Littlewick Wealth Management Ltd
William Cox Work Experience Details
  • Littlewick Wealth Management Ltd
    Financial Adviser
    Littlewick Wealth Management Ltd Jan 2020 - Present
    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 planning, to help your money grow; pension and retirement planning, to help you have the life in retirement that you want; insurance and protection planning, to help safeguard your plans; and mortgage planning, to help you own your dream home.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.
  • St. James’S Place Wealth Management
    Associate Partner
    St. James’S Place Wealth Management Jan 2020 - Jul 2020
    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 approach to investment management.
  • Capture Ltd
    Quality Assurance Manager
    Capture Ltd Jul 2018 - Jan 2020
    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 piece I worked on.
  • Capture Ltd
    Graduate Project Manager
    Capture Ltd Dec 2017 - Jul 2018
  • Geokinetics Inc.
    Technical Assistant
    Geokinetics Inc. Oct 2017 - Dec 2017
    Woking

William Cox Skills

Financial Advisory Pension Advice Business Investment And Protection Creativity Skills Tax Planning Technical Analysis Retirement Planning Data Analysis Financial Life Planning Communication Wealth Preservation Investment Advice Quality Assurance Wealth Management Data Presentation Customer Service Holistic Financial Planning Project Management Problem Solving Inheritance Tax Planning Protection Advice Creative Problem Solving Wealth Protection

William Cox Education Details

Frequently Asked Questions about William Cox

What company does William Cox work for?

William Cox works for Littlewick Wealth Management Ltd

What is William Cox's role at the current company?

William Cox's current role is Financial Adviser | Chartered Associate of the London Foundation for Banking & Finance | Pension Transfer Specialist | Littlewick Wealth Management Ltd.

What schools did William Cox attend?

William Cox attended University Of Plymouth.

What skills is William Cox known for?

William Cox has skills like Financial Advisory, Pension Advice, Business Investment And Protection, Creativity Skills, Tax Planning, Technical Analysis, Retirement Planning, Data Analysis, Financial Life Planning, Communication, Wealth Preservation, Investment Advice.

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