Will Kiely
Independent Financial Advisor & Managing Director
Will is a passionate Independent Financial Adviser to Individuals and small to medium enterprises.
Will ensures that his clients are operating as tax efficiently as possible and has built a team around him to provide great service, tax efficiency and a growth mindset at its core.
Will specialises in Building Wealth for Business owners, Serial Entrepreneurs and High Net Worth individuals' with a proven track record since 2010.
Specialist Qualifications:
- Certificate in Regulated Equity Release, LIBF
- Certificate in Long-Term Care Insurance, LIBF
- Certificate in Long Term Care and Later Life Planning, LIBF
- Award in Pension Transfers - Level 6, LIBF
- Advanced Diploma in Financial Advice, LIBF
- Diploma in Financial Advice, LIBF
- Certificate in Mortgage Advice, LIBF
- Chartered Status - LFBF, LIBF
Away from his professional life, Will spends most of his spare time supporting his son Lucas, who plays competitive tennis and Will enjoys the occasional round of golf.
