William Pomphrey
Financial Adviser
FCA reference number: WFP01010
I have worked for HL since 2009. During my time here, I’ve given financial advice to clients who use our accounts which are available to everyone. As a Chartered Financial Planner, I now focus my time providing individual financial advice to members of our pension arrangements offered by their employers via our service. I provide advice across a broad range of topics, including investment planning, retirement planning, pension consolidation and inheritance tax planning.
I have worked for HL since 2009. During my time here, I’ve given financial advice to clients who use our accounts which are available to everyone. As a Chartered Financial Planner, I now focus my time providing individual financial advice to members of our pension arrangements offered by their employers via our service. I provide advice across a broad range of topics, including investment planning, retirement planning, pension consolidation and inheritance tax planning.
Expertise
Financial planning Pensions and retirement planning Investment management Long-term care planning Estate planning and inheritance tax planning Trusts Protection
Qualifications
- Advanced Diploma in Financial Planning
- Diploma in Regulated Financial Planning
Region and method of advice
Based in Bristol, I can provide in-person meetings with clients in the surrounding area. I also offer remote meetings by phone or video call to accommodate different preferences and for those who live outside this catchment.
Based in South West
In-person meetings
Phone and Video call
Region & method of advice
Based in Bristol, I can provide in-person meetings with clients in the surrounding area. I also offer remote meetings by phone or video call to accommodate different preferences and for those who live outside this catchment.
Approach and experience
I am a firm believer that financial advice should be a consultative and personalised service. Therefore, I always seek to work closely with my clients to build their plan together, typically over a number of meetings.
My key ambition is to help clients really achieve what is important to them. I generally start by understanding my clients’ key goals, ambitions or objectives in life. Achieving these goals is the most important reason to take advice. Once I’ve got to the bottom of this, I can move on to my clients’ current financial position and what we need to do next to help them achieve their goals.
We now have a long working relationship and have built trust and understanding so the review is professional, relevant and efficient
Mr Raphael
Personal interests
Outside of the financial world, you will typically find me spending time with my wife and young family or lacing up my rugby boots for my rugby club’s vets’ team!