Bill Ward
Financial Planner
Bill has an enviable reputation of being one of Merseyside’s leading financial advisers. He has been providing independent financial advice for over 30 years. ‘Solving a problem a client doesn’t think is solvable and helping them to get the best life possible with their money. I still get a buzz from making a difference to someone’s life’ says Bill.
About
Having spent 30 years in financial services, including advising clients of Prudential, Abbey National and Yorkshire Building Society, Bill believes integrity and trust are central to helping clients achieve their ambitions. Bill enjoys embracing the new and has overseen significant investment in technology at Milestone. At the same time, he has maintained the business’s core personal values, and recognises a great team around him helps deliver the quality of advice and service his clients value so highly.
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