Real Testimonials from real clients

 I have known Will since 2004, and he's managed my financial portfolio since then. He's given me sound advice and listened to my needs. He's prompt with quarterly evaluations and able to get information quickly when it's needed.

Will has traveled to Malaysia and South Korea to have face to face meetings with me. When he did this the meetings were at my convenience. Will adds a personal touch to my financial needs. 

Katherine Gibbs - Miri , East Malaysia

I've known Will for over 15 years and when I was looking to start making my money work for me, he was the first person who popped into my head as being honest, experienced and trustworthy.

Since then, Will has provided me with exemplary service and been responsive to my queries as well as anything the markets have tried to do to disrupt my investments. I would (and have) easily recommend Will to anyone looking for someone they can trust and rely on.

Jason Manning - Udon Thani, Thailand

 Will was recommended to my wife and I in 2008 from a work colleague. He was fantastic and initially took us through the basics on Skype and then arranged to meet us In Kuala Lumpur

Will’s knowledge of the financial system is extraordinary, and he's been able to explain the best way forward for our family. As we’ve moved around the world, he's continued to advise us, talk us through glitches in the global financial markets and allay any fears we may have had. 

His calm, friendly and cheerful manner along with his willingness to put himself out to support us have allowed us to develop a strong relationship. We have recommended Will to many of our friends and colleagues, and we will continue to do so.  

Simon & Adele Major - Kuala Lumpur, Malaysia

We’re both teachers in Brunei, I’m Head of the Senior School and my wife’s the Deputy Housemistress. Will was recommended to us by colleagues in 2015 and we’ve had an extremely positive working relationship with him ever since. 

From the outset, he has always given us clear and honest advice, ensuring that he understood both the financial position we are in now and where we’d like to be in the future. Will’s extremely experienced, very knowledgeable, easily contactable and answers any question that we may have. 

We both feel that the advice he is giving to us has our best interests at heart. Overall, we would readily recommend working with Will and we will continue to do so into the future 

Tony & Clare Piper - Dubai, UAE

Will has been my financial advisor for 8 years and has been instrumental in setting up investment plans to help me prepare for retirement. As a teacher in an international school with very few years of work in the UK I am unable to rely on my UK teachers' pension or government pension to support me once I retire.
 

I'd recommend Will as a financial advisor without hesitation. He's trustworthy, an excellent communicator and I am happy with the performance of my investments, which have been delivering consistent gains.   

Helen Briggs

Bali, Indonesia

Will started managing my financial portfolio in 2010, where he flew to Brunei just for a few hours, to meet me in person. I have since met with him in KL, Bangkok and Hanoi. 

I was very clear about my needs, and he has always responded to that. He keeps updated on what's happening in the markets and adds a summary of this information to the quarterly evaluations that he sends me. 

Will has always encouraged me to save only to my means and never over-stretch myself and I really value that. He will suggest platforms for me to save, but equally will never pressure me if I feel like I can't manage it. I very much appreciate his time and advice.

Kerry Taylor, Tashkent, Uzbekistan

I have been working with Will for over 5 years, following an excellent recommendation from a colleague of mine. He has managed my financial portfolio well and given clear advice, based on my individual needs. 

Will is always easy to contact and is on hand to meet when convenient for us both. The quarterly evaluations are always on time and Will is very good at giving reminders when payments are due. 

Will is always there to support my decision making when dealing with my financial situation.

Kate Fitzpatrick, Bratislava, Slovakia

Will has been very helpful in supporting myself and my husband in setting us each up with financial portfolio for long term savings. 

As an expat teacher, I was very cautious in wanting to make sure that my money was secure and was being looked after in great investments- Will has provided that. 

The quarterly evaluations are also very helpful, and it is good to be able to see where the money is going and how it is going. He is also always available for a chat or a question if needs be. I would and have recommended him to others. 

Victoria Black, Hanoi, Vietnam

Will has managed our money for the last 4 years and we have been very happy with the way he has advised us.  He has been accessible to talk to whenever we need advice and updates us regularly about how our investments have grown and progressed. 

I would recommend his services to others who are based overseas and looking for someone to trust with their savings and money for investment.

Alexandra Alford, Greece

From our first consultation, Will demonstrated a profound understanding of financial matters and provided clear, insightful guidance tailored to our needs. Initially we met with many advisors from a range of companies and Will was the only person I felt listened to our needs. 

One of Will's standout qualities is his remarkable responsiveness. No matter the time, or issue, he has consistently been quick to address our concerns and provide timely, thoughtful advice. This level of attentiveness has greatly eased our financial decision-making process.

His willingness to assist with related matters and offer reassurance during market fluctuations has significantly contributed to our confidence and peace of mind.

Overall, Will combines deep financial knowledge with a genuine commitment to client support. His professional demeanor, coupled with his dedication to his clients, makes him a standout financial adviser. 

Daniel - Borneo

I am pleased to recommend Will, with whom I have had the pleasure of working for the past five years. From our very first meeting, he impressed me with his deep knowledge of finance and ability to simplify complex concepts.

Will takes a personalised approach, always taking the time to understand my unique financial goals and concerns. His tailored advice has not only helped me make informed decisions but has also provided me with greater confidence in my financial planning.

I’ve already recommended Will to several friends and colleagues, all of whom have expressed similar satisfaction. If you’re looking for a dedicated, knowledgeable, and trustworthy financial advisor, I wholeheartedly endorse Will and his expertise.

Sally Tong - Singapore