The London Institute of Banking & Finance

Will Clow

Chartered Financial Planner

With 29 years’ experience within the financial planning industry, Will’s time is focused on assisting individuals in developing financial plans for the future. He has actively pursued his Chartered exams over the past few years, and it brings us great joy to share that at the end of 2023, he successfully attained chartered status.

Will specialises in providing people with specialist knowledge of their investment and retirement options. His aim is to help people gain a better understanding of their personal situation and know what options they have.

For Will, financial planning is about using his knowledge and experience he has built up over the years to make a real difference to people’s lives and help them achieve their financial goals and objectives.

Will is a confident and charismatic individual, with a strong commitment to delivering an excellent client experience and service. He has built and maintained many long-term relationships with clients over the years.

Reviews and Ratings for Financial adviser Will Clow, Belfast

Outside of work

Will is married with three children.

At the weekends, he likes to spend his downtime cooking (especially Japanese food).

Finally, Will is also a mechanic for an international motorcycle race team when he isn’t in the office and has worked alongside many well-known racers over the years.

In the spotlight

The three things I love most about my job are…

Meeting clients, helping them meet their goals, and making a difference.

My proudest moment as an IFA was:

Helping a client realise that they could afford to retire when they really didn’t think they could. It felt great to be able to help someone in that way and ultimately it changed their future plans for the better!

The types of people I most enjoy working with are:

I enjoy working with clients that are friendly yet professional, but most importantly those who I can develop long-term relationships with. I have built many long standing relationships with clients and their families over the years which I am extremely proud of.

Get in touch

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