About
Based in the ancient seat of Scottish Kings, Dunfermline, Fife - for sixteen years William George has served as a successful Independent Financial Advisor to not only those from his own home town of Dunfermline but also to clients on both coasts in Edinburgh and Glasgow, and as far North as Aberdeen. Valuing long term relationships with those he works with, 80% of William’s business comes via referrals from existing clients introducing him to their friends and associates.
Primarily specialising in Pension Provision and investment advice, William’s principal focus is helping clients set in place their best investment strategy for money already held in their pension.
With scheduled ongoing pension reviews at the heart of his work, his clients are always assured that their portfolio profiles are continually monitored and optimised for maximum performance - in consultation with them at regular intervals. As a result people can look forward to a safe, rewarding retirement knowing money concerns will never be an issue.
Key Perspectives
Proper financial planning is essential for a financially stable and prosperous future - even more so in today’s complex, often volatile market conditions.
Simplicity and clarity are key to an effective financial strategy that will help create wealth on your behalf - especially so with frequently changing legislation and myriad investment choices which can often overwhelm individuals when trying to plan for their financial independence.
To achieve this simplicity William uses advanced, internet based financial analysis software on behalf of his clients. By reading these easy to understand reports the software produces clients immediately possess every salient fact and figure they require for the key decision making process.
Combined with William’s sixteen year experience clients can then quickly identify logical win-win opportunities from these analysis reports to create, conserve and increase wealth.
The Goal: CCI
There are three main aims for this partnership process between Independent Financial Advisor and client … CCI
1) To create client wealth - with proven, yet innovative financial solutions
2) To conserve client wealth - with wise ring fenced, future-proofed solutions
3) To increase client wealth - using solid predictable steps with maximum upside and limited downside liabilities.
William believes the best way to do this is with a unique and patented process called ‘The Pension Performance Review’ TM.
To unlock under performing assets within your portfolio, it’s an easily understood yet comprehensive system to maximise your pension investments.
To read more on how it works click here
Summation
William’s key objective is to bring his clients peace of mind by future proofing their financial independence as they look to enjoy retirement after a lifetime in business or their chosen career.
With a specialist support team behind him at Integrity Financial Solutions UK Ltd in Dunfermline - William is able to combine his sixteen year industry insight with this sophisticated software analysis in a synergy to stimulate growth and provide a bedrock of financial security for his clients.
It’s what gives William the most satisfaction of all - seeing his clients prosper with integrity, well being and all through logical, fact based financial decision making.
With a wonderful wife and two children any spare time William has is spent supporting Dunfermline FC, managing local musicians and singing himself when the rest of his band can bear it!