About

Hello, I’m William George (or Bill if you prefer). For over seventeen years I’ve been a successful Independent Financial Adviser, and I’m based in the ancient seat of Scottish Kings, Dunfermline, Fife.

I’ve got clients from not only my own home town of Dunfermline but also in Edinburgh and Glasgow, and as far North as Aberdeen.

In a nutshell, my plan for you is to help you create…

“Security for the rest of your life – that’s what I want you to be certain about, long before you retire”.

Pension Retirement Planning and Investment advice, is my main focus. I help you find the best investment strategy for money that you already hold in your pension, whatever the markets are doing right now.

It’s essential you are able to look forward to a safe, rewarding retirement knowing money concerns will never be an issue, which after a lifetime of work should be everyone’s right.

Key Perspectives

To help you get security for the rest of your life, proper financial planning is vital – especially in today’s very complex, often volatile global markets. Without it, planning a happy retirement is going to be hard.

In our office Alan (my Personal Financial Assistant) and I use advanced, internet based financial analysis software to provide you brilliant, easy to understand reports.

You get every fact and figure you need at your fingertips in an instant. Want to check your pension performance or how your new investment is doing? Zap, and it’s immediately there for you. You can choose to get your reports electronically or in print, whichever you prefer.

It’s real time too, so you’ll always know up to the minute how well your portfolio is doing at any time. Amazing what technology can do now isn’t it!

Financial Mission Statement for Clients…

I always like to explain that your first appointment with me 100% is FREE and anyone who comes to me looking for an Independent Financial Adviser knows my mission statement…

1) I will help you create wealth - with solid proven financial solutions from the whole of the market (I’m a fully Independent Adviser and can recommend products for you from across the whole market, and not just those that a tied agent would be forced to recommend you).

2) I will help you conserve wealth - with future-proofed solutions, so you don’t get tripped up 10 years down the line by nasty surprises.

3) I will help increase your wealth - using solid predictable steps with maximum upside and limited downside liabilities. As with all investments, they can go down as well as up, but the financial products I recommend will have proven their worth in the heat of battle many times over.

The best way to do this is start with a Pension Performance Review and simple financial fact find. It’s a bit like a check up at the Doctor if you like, and no one should be without it.

During your first session which is 100% FREE, I should be able to tell you how to fix your under performing portfolio or pension right there and then (I’ve found this to be so in most cases for my other clients).

To Conclude

My main goal is to help future proof you or your businesses financial independence. This means you can really look forward to enjoying retirement after a lifetime in business or work, knowing your retirement nest egg is safe and secure.

Finally, to finish up with a bit of background on me; I’ve also got a wonderful wife and two children and any spare time I have is spent supporting Dunfermline FC (for my sins!), managing local musicians and singing myself when the rest of my friends can bear it!

You choose whether you wish to pay for your Independent Financial Advice with me either on a straight fee basis or by simple commission. This is made very clear and transparent to you before you decide on anything I may recommend on your behalf.

It’ll be great to hear from you, and remember your first session is 100% Free.

For fastest service please phone me direct on 0800 321 3508 – it’s free.