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William Thompson

Will Thompson

Financial planning

Areas of expertise

Will's expertise is in delivering Financial Planning advice to business owners and senior professionals. Will has a particular background in trust related matters and family wealth / inheritance tax strategies.


Will joined Evelyn in 2023 as a Financial Planning Director. Will holds approaching 20 years' experience in the Financial Planning profession, both in the independent and wealth management sectors.

Notable client work and achievements

Working in partnership with business advisers and accountants to assist business owners with tax-friendly profit extraction strategies.

Extensive work with individuals both planning for retirement and in retirement including pension contribution planning, management of pension-related allowances and pension withdrawals.

Managed the creating and running of a Trust Corporation of a top-20 accountancy & wealth management firm.

Professional qualifications and memberships

Chartered Financial Planning Fellow of Personal Financial Society (FPFS)
* Trust and Estate Practitioner (TEP)

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