William Murray | Business Financial Strategy

About Us

William Murray is a Financial Planning Consultant with Quilter Financial Advisers, based in Somerset.

He works with individuals, families and business owners on a range of financial planning matters. His work may involve areas such as pensions, investments, tax planning and estate planning.

William has worked with clients from a variety of backgrounds, including:

· Small business owners and entrepreneurs

· Professionals and families

· Individuals approaching retirement

· Those transitioning from military service into civilian life

His role may involve discussions relating to pensions, investments, inheritance planning and broader financial planning considerations.

Areas of work may include:

· Retirement planning

· Pensions

· Investments

· Tax planning

· Trust and estate planning

· Inheritance tax planning

· Financial planning for business owners

· Financial planning for families

Before entering financial services, William spent more than twenty years serving as a Royal Navy helicopter pilot and operational leader.

His military career involved decision-making, leadership and risk management responsibilities in a range of operational environments. This experience continues to inform his professional approach today.

William works with clients across Somerset and the surrounding areas. Where appropriate, he works with clients on an ongoing basis to review their financial planning arrangements and consider any changes in circumstances.

He is also involved in the local community and business network and has an interest in financial education and supporting greater awareness of financial planning topics.