Will Worlsey

Financial Planner

Will is a qualified adviser and is a member of the Personal Finance Society and Chartered Institute of Insurance, this demonstrates his commitment to the highest professional standards and codes of conduct.

Will has been working in the financial services industry for over 10 years, in various roles, including banking, company pensions and employee benefits, but has spent most of his time working in personal financial planning and wealth management. He has built up his experience working with many personal clients with wide-ranging circumstances and needs which include advice for cash and investment management, financial protection, pensions, retirement, and taxation planning.

Will grew up in Sussex; following the completion of his Psychology degree at Edinburgh University he worked by the sea in sunny Brighton before spending a year living and working in Vancouver, Canada with his partner. On return, they spent 10 years based in Cheltenham enjoying everything the Cotswolds has to offer. They now live together in Crawley Down, close to family and friends.


Diploma in Regulated Financial Planning

AF4 – Investment Planning


Are you ready to make informed decisions about your money?