Will Selwyn
After graduating from Leeds University with a degree in Economics, I have worked as a Financial Adviser since 2007. In 2013, I established my own financial planning practice on Alma Vale Road in Clifton, Bristol, in collaboration with a firm of Chartered Certified Accountants. Although the Practice has since relocated, the name remains as a tribute to our beginnings. Many of our clients joined us during our time on Alma Vale Road or were referred through connections made there.
Regularly attending year-end and strategy meetings with the accountants gave me extensive knowledge of the challenges small business owners face in their businesses and finances, and an in-depth understanding of business taxation and how to structure the affairs of business owners and entrepreneurs efficiently.
In 2016, I earned the Certified Financial Planner designation, recognised as the benchmark qualification for top-tier financial planning professionals. I am also a Chartered Fellow of the Chartered Institute for Securities and Investments.
Outside of work, I love spending time with my wife and our two young children. On the weekends you’ll often find me on my mountain bike in Wales or the Forest of Dean.
Testimonials
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
