Will Hendricks Fpfs Email & Phone Number

I am a Chartered Financial Adviser who enjoys working alongside people to help them achieve their financial goals.I work for RBC Brewin Dolphin who are one of the UK's Wealth Managers. I spend my time working from my home in West Sussex and our Head Office in the City of London, although I look after clients from all over the country.My work entails supporting individuals, families and businesses by building long-term relationships with them and helping them achieve what it is important to them. My advice is usually focused in the following areas:Pension PlanningEnsuring individuals are comfortable in retirement and that they have a plan to achieve the income that they need. I also specialise in clients with more complex pension needs, such as those who need Lifetime Allowance planning or phased drawdown of benefits.Investment PlanningHelping individuals to save money for the future in the most tax-efficient way possible using a portfolio that appropriate for them. This can range from basic needs, such as ISAs, to more esoteric investments for individuals looking for tax incentives.Estate PlanningWorking with individuals to pass funds on to their loved ones through the use of gifts, Trust and other suitable investments to ensure that the right people benefit from their assets.Financial ProtectionEnsuring individuals and their families have a cushion in the event of a death, accident or illness. I can also help with protection solutions to ensure that businesses and partnerships can continue to operate in the event of the death or illness of a director or partner.Business PlanningHelping sole traders, partners and directors in the accumulation phase and later stages of their careers as well as helping them with advice to exit their businesses and partnerships.I also work alongside accountants, solicitors and corporate finance professionals to provide individuals with a holistic service to clients with more complex needs. This can range from speaking with private clients on wealth management matters to helping with life events such as prenuptial, divorce, estate administration and mental capacity. We take time to understand the different disciplines practised by professional advisers and believe that our services can help add value to their clients.I am a proud recipient of the Chartered Institute of Insurance’s Advanced Diploma in Financial Planning, which enables me to use the ‘Chartered’ designation. I became a Fellow of the institution in 2016.I would be delighted to hear from you so please get in touch.

Listed skills include Estate Planning, Business Planning, Personal Pensions, Personal Finance, and 1 others.

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  Chartered Financial Adviser

  Rbc Brewin Dolphin

  Mar 2015 - Present - London, England, United Kingdom