Finance
William Murray is a Financial Planning Consultant with Quilter Financial Advisers, providing clear, practical financial planning for individuals, families, and business owners across Somerset.
His work focuses on helping clients make confident long-term financial decisions – whether planning for retirement, structuring investments tax-efficiently, protecting family wealth, or ensuring their finances support the life they want to live.
William works with clients across a broad range of circumstances, but has particular experience supporting:
- Small business owners and entrepreneurs
- Professionals and families building long-term financial security
- Individuals approaching or planning for retirement
- Those transitioning from military service into civilian life
Many clients come to William looking for clarity around pensions, investments, and inheritance planning. His approach is to simplify complex financial decisions and build structured, long-term plans that evolve with a client’s life and goals.
Key areas of advice include:
- Retirement planning and pension strategies
- Investment planning and portfolio structuring
- Tax-efficient financial planning
- Trust and estate planning
- Inheritance tax planning
- Financial planning for business owners
- Long-term wealth planning for families
Before entering financial services, William spent over twenty years serving as a Royal Navy helicopter pilot and operational leader. His military career involved high-level decision-making, risk management, and leadership in complex environments.
That background strongly influences his approach to financial planning today. Clients often value the structured, disciplined, and analytical way he approaches planning – balancing opportunity with risk and focusing on long-term outcomes rather than short-term market movements.
William works with clients locally across Somerset and the surrounding areas, building long-term advisory relationships and helping clients review and adapt their financial plans as circumstances change.
He is also active within the local community and business network, and believes strongly in improving financial understanding and helping individuals make better financial decisions for the future.