Bill Skinner CFP^CM

CERTIFIED FINANCIAL PLANNER^CM Professional
Chartered Financial Planner

Bill has over 30 years of experience in the UK financial services industry. He spent the early part of his career working for major insurance companies before becoming a client adviser with a high street bank in 1991.There he specialised in developing client relationships through other professionals such as accountants and solicitors.

Bill is an Associate member of Resolution, the Family Law organisation.

In 1998 he established a financial services department for a firm of Chartered Accountants where he became increasingly involved in providing comprehensive financial planning for clients and taking a holistic approach to financial advice. During this time he obtained the prestigious Chartered Financial Planner title and CERTIFIED FINANCIAL PLANNER certification.

Bill joined Evolve in 2009 in order to expand their range of services in the North West. Bill believes that fee based financial planning offers the best approach for clients in the long term and that Evolve is ideally placed to provide this service due to the firm’s ethos and professional approach.

He is married with two children, lives in Cheshire and is based in Evolve's Manchester office. >>

Qualifications

• CERTIFIED FINANCIAL PLANNER certification
• Chartered Financial Planner
• Associate of the Personal Finance Society
• Advanced Financial Planning Certificate
• AFPC G10 Taxation & Trusts
• AFPC G20 Personal Investment Planning
• AFPC AF3 Pensions
• AFPC K10 Retirement Options
• J04     Pension Funding Options
• J05    Pension Income Options
• MAQ     Mortgages
• CF7    Lifetime Mortgages
• CF9    Pensions Simplification Update
• Financial Planning Certificate ( FPC1,2&3)

To get in touch with Bill, please use our Contact Us message pad >>.