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Will Humphries
Will Humphries
About
Will is an Associate Financial Adviser at The Private Office located in London and covering areas such as Royal Tunbridge Wells, Maidstone and Crawley. As a Chartered Financial Planner, he advises clients across a wide range of financial matters, including income protection and estate planning, helping them safeguard their hard-earned wealth and pass it on to future generations. He uses a friendly, straightforward approach, providing clients with the clarity and decision-making tools they need to meet their long-term goals.
With experience covering retirement planning, investment management and protection planning, Will supports clients across London and the Southeast with their individual financial needs. Having worked in financial advice since 2021, he enjoys working in close collaboration with clients to deliver the peace of mind that comes from a clear plan and ongoing support.
In addition to achieving Chartered Financial Planner status, Will holds a range of professional qualifications and continuously updates his technical and legislative knowledge. He also holds a degree in Philosophy, Politics and Economics from the University of York.
Outside of work, Will is a passionate golfer. He stays active with long-distance running and holds a 3rd Degree Black Belt in Taekwondo.
Areas Of Expertise
- Investment management
- Protection planning
- Estate planning
- Pensions and retirement
Qualifications
- Advanced Diploma in Regulated Financial Planning
- Diploma in Regulated Financial Planning
- Certificate in Discretionary Investment Management
- Certificate in Mortgage Advice
Locations covered
You can meet us face-to-face in our offices, over a video call or in the comfort of your own home. Will works from our office in central London and has clients in areas such as:
Will Humphries locations
Will Humphries map
- London
- Crawley
- Royal Tunbridge Wells
- Maidstone
- Canterbury
- Dover
- Hastings
- Guildford
- Horsham
- Worthing
- Sevenoaks
The FCA regulates and oversees the conduct of more than 50,000 firms in the UK, which provide financial advice, products and services to retail clients and private investors.
You can view Will's personal listing in the Adviser Directory by visiting the link below, which confirms they are authorised and qualified to advise you.
All the Advisers at TPO undergo a rigorous in-house training and approval process in accordance with the FCAs guidelines. We are regularly re-assessed and checked to ensure our competence and conduct is of the highest standard for looking after our clients.
You can check their qualifications and credentials by visiting the Personal Finance Society.
Will is a Chartered Financial Planner, which is a highly-sought after and respected qualification for Financial Advisers. It symbolises technical proficiency and high standards of professionalism.
The Private Office is also a Chartered Financial planning firm, publicly committed to a customer-first approach and values that align with a professional Code of Ethics. We’ll provide solutions relevant to your needs, maintaining our knowledge through qualifications and ongoing professional development.
This sets us apart from other financial advisory firms and demonstrates our commitment to the industry and our vision and values - to protect and grow our clients’ wealth through a service built on the foundations of integrity, confidence and partnership.
At a glance
- Chartered Financial Planner
- Working in financial advice since 2021
Meet our expert team
Our team members have extensive experience in the UK financial and investment industries and our in-house specialists can help with matters such as safeguarded benefit pension transfers, long-term care or equity release. From specialists to support members, The Private Office is home to some of the finest Chartered independent financial advisers in the UK.