William Cole

How do you describe what you do?

I help individuals, families and professionals achieve their unique financial goals by delivering tailored, holistic solutions - grounded in trust, deep understanding and lasting relationships.

What's next for you professionally?

I’m focused on continuing to support clients as they navigate an evolving financial landscape - helping them stay on track and achieve their goals with thoughtful, tailored solutions.

What's the best piece of advice you've ever been given?

Spend less than you earn, invest shrewdly, keep learning and practice deferred gratification. Do all those things and you are almost certain to succeed. If you don’t, you’ll need a lot of luck.

What's your area of expertise?

I have deep experience managing offshore structures, but my greatest strength is understanding each person’s goals and communicating clearly - whether I’m working with seasoned trustees or those new to investing.

Why does my role as a wealth manager matter?

While everyone has unique goals, financial freedom is a constant - it's the ability to make life decisions on your own terms. I help make that possible through thoughtful, personalised advice and long-term partnership.

What qualifications and memberships do you have?

• Chartered Wealth Manager
• Chartered Financial Analyst (CFA)
• Level 6 Certificate in Advanced Financial Planning (CISI)