My goal is to help provide peace of mind to clients and help them plan for the future.
I work with clients looking for an open and honest relationship based on trust and integrity, providing them with easy to understand advice tailored to their personal circumstances.
I am dedicated to providing the highest level of service. I have extensive knowledge and experience in dealing with individuals, professionals, business owners as well as high net worth clients.
I believe planning for a secure future is the most important decision individuals will ever make . In today’s world only a few people have and make the time to manage their finances effectively.
My main priority is to understand my clients’ current and future financial needs, focus on what is important to them and to help them achieve these through sound, jargon-free advice.
During my many years in the industry, I have gained expertise in many areas of financial planning in order to help my clients achieve their financial goals. I firmly believe in building strong long term relationships with my clients and conducting regular reviews to take account of their changing circumstances.
I focus on the development of lifelong relationships with clients built on mutual trust, helping them secure a financial future for themselves and their loved ones through a wealth of tailored financial planning services.
Based in Hertfordshire, I provide wealth management advice to clients across a wide geographical area. I realise the importance of meeting clients regularly and always making myself available for contact.
Outside of my business, I enjoy time with my family, wife Claire and son Max born in 2013, and whenever possible visiting North Devon where I grew up. I thoroughly enjoy watching and playing football, attending the gym and coaching my son’s football team.
Charity is also important and I regularly support and participate in events. I climbed Kilimanjaro in 2011 raising £8500 for Alzheimer’s a charity close to my heart. More recently we have raised £10,000 for Angels Autism Charity via the St. James's Place Charitable Foundation in Stevenage who have provided invaluable support to us and our son Max who lives with Autism, and £9,300 for Autism Bedfordshire via the foundation and £4,500 via a recent Sky dive.
We offer an excellent wealth management service which will help you achieve your goals
We have known Will Skentelbery for around 10 years. He has always put our interests first by giving sound and trustworthy advice. The service and support has always been exceptional. Since we moved 150 miles away to the South Coast, Will has continued to keep in regular contact, including visitin...