Please feel free to get in touch

Our Wealth Planners

William Baker

Senior Wealth Planner

Qualifications:

DipPFA, MIFS

Biog:

I joined Sanlam in January 2013 having been an adviser for fifteen years. I have over 34 years of experience within the financial services industry, having previously been a Group Pensions Specialist and Senior Broker Consultant.

I am proud to have completed the QCF Diploma in Professional Financial Advice to allow me to advise my clients with a thorough knowledge of the solutions available to help them achieve their goals.

Contact:

getintouch@sanlam.co.uk

Testimonials:

I have been taking Bill’s financial advice for approximately 17 years, I find him confident and reassuring in his advice and wish to carry on using his professional advice for many years to come. I would not be happy using anyone else.

J. Rounsevell

William Baker

Investing involves risk and the value of investments and the income from them may fall as well as rise and are not guaranteed. Investors may not get back the original amount invested.