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Will Stevens

Will Stevens

Associate

Followers of Will Stevens1000 followers
location of Will StevensLondon, England, United Kingdom

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  • Timeline

  • About me

    Partner & Head of Wealth Planning | CERTIFIED FINANCIAL PLANNER™ | Killik & Co | Helping aspirational families narrow the gap between the life they live and the life they want

  • Education

    • The University of Reading

      2010 - 2013
      BA Business Economics

      Activities and Societies: Co-founder and President of the University of Reading Economics Society Graduated with Honours.

  • Experience

    • London Wall Partners LLP

      Mar 2014 - Sept 2016
      Associate

    • M&H Financial Planning

      Sept 2016 - Feb 2018

      • Financial Planner

        May 2017 - Feb 2018

      • Financial Planning Technician

        Sept 2016 - May 2017

    • Killik & Co

      Mar 2018 - now

      Killik & Co is an independently-owned, award-winning wealth manager, advising clients on how to save, plan and invest for their families for over 35 years. We pride ourselves on being innovative in our approach, prioritising excellent service and expertise above all else, and inspiring the next generation of investors to build the financial foundations for the future they deserve.

      • Partner, Head of Wealth Planning

        Mar 2025 - now

      • Partner, Head of Financial Planning

        Apr 2023 - Mar 2025

      • Head Of Financial Planning

        Aug 2021 - Mar 2023

      • Financial Planning Manager

        Dec 2019 - Aug 2021

      • Financial Planner

        Mar 2018 - Nov 2019

  • Licenses & Certifications

    • EFA

      EUROPEAN FINANCIAL PLANNING ASSOCIATION

    • Chartered Wealth Manager

      The Chartered Institute for Securities & Investment (The CISI)
      Feb 2024

    • Certificate in Discretionary Investment Management

      Chartered Insurance Institute
      Jan 2019

    • Certified Financial Planner (CFP)

      The Chartered Institute for Securities & Investment (The CISI)
      Apr 2023

    • Diploma in Advanced Financial Planning

      The Chartered Institute for Securities & Investment (The CISI)
      Mar 2023

    • Diploma in Regulated Financial Planning

      Chartered Insurance Institute
      Aug 2016

    • Certificate in Securities Advice and Dealing

      Chartered Insurance Institute
      Aug 2018

  • Honors & Awards

    • Awarded to Will Stevens
      Department of Economics Award for Outstanding Contribution to the Department University of Reading Jul 2013 Awarded upon graduation as a supplement to degree classification.