Client Testimonials

  Excellent Service

Will has been our independent financial adviser for over five years. During this time, he has provided an annual visit to review our investments and to discuss our goals for the future in a very friendly and knowledgeable manner. He arranges transfers of any funds, always keeping us well informed and always answering any questions promptly. The platform used to track investments is very user friendly and thus you can check the value of your funds at any time. We would not hesitate in recommending Will’s services to anyone requiring impartial financial advice.

AshleyC – March 2023

  5 Star Service Given

Last year we sought your services to advise us on planning for our financial security for the future and in retirement. Since that time we have had several meetings/conversations with you which have served a number of purposes including our retirement expectations. This was achieved in a very professional manner, while at the same time putting us totally at ease. You make us feel like we are the most important people you will see or speak to that day, and the astute advice you have provided will no doubt lead to significant savings and future growth. You are always happy and engaging, but at the same time, we are never in doubt of your professional acumen. You always explain everything thoroughly and you strive to go above and beyond to ensure we are fully looked after and I never feel uncomfortable asking questions whatever the time of day. We look forward in continuing this relationship for the future and many thanks.

ShaunW – April 2021

  Excellent independent pension adviser

Contacted Will for advice on a several pensions I have, including lump sums from my business I wished to invest in them. From the get go he was friendly, professional and very honest in his answers… would thoroughly recommend him! First class.

MickB – March 2021

  DB Transfer

I had an old defined benefit pension plan which I asked Will to have a look at for me. He was very thorough with his research providing me with various scenarios and explaining everything in a clear and concise way that I could understand. He kept me up to date with phone calls and emails and the transfer was completed with no problems. Will is very professional and knowledgeable and I would have no hesitation in recommending him.

DebbieM – June 2020

  Excellent Service

I spent time scouting around looking for a financial adviser to help with both my wife and mine, varied pension ports. Not many could provide a one stop shop in terms of the qualifications to manage the various aspects of pensions. Will though could and did, along his supporting team at abacus they provided exemplary service in terms of the process, explaining options, costs, providing progress and delivering solutions that suited our needs . Many thanks

SteveH – April 2021

   Unlocking Pension Funds

Will is a first class professional. Visited us in our home and listened carefully to exactly what we wanted to do. He then prepared very comprehensive reports detailing the affect several different options would have financially. He was able to eventually free up funds from a frozen and useless pension and transfer remaining funds into an account we have full control over. We are delighted with Will, his advice and his professionalism. Very clever man, very friendly and very effective. He knows his onions. Five stars for outstanding service.

AndrewM – December 2019

  Excellent Service

Will is a really friendly guy who makes you feel at ease straight away. Excellent service from the first meeting to final the pension decision. There was a number of pension schemes to sort out and everything was explained clearly as we went along. Gladly recommend Will to family and friends and he keeps you well informed of what is happening between meetings.

DaveR – Feb 2020

  Great service

Will has been more than helpful over the years we have used his services. He sorted out all our pensions to find the best deals and reduce the amount of incurred costs. We also think he has a great personality and almost makes sorting out finances a joy.

KeithC – June 2019

  Fantastic! Professional Service from a Friendly and Patient Adviser

My husband first received advice from Will well before he became self-employed and was so impressed that he had no hesitation supporting him in his new venture: that is testament in itself!! I too sought his advice and have continued to do so since the loss of my husband eighteen months ago. He has organised our pensions, investments, wills, power of attorney and provided first class advice throughout: nothing is too much trouble and he is always available. As far as I’m concerned, Will is worth his weight in gold; I don’t know what I would have done without his continued financial advice and support. THANK YOU!!!!!

JessicaB – June 2019

   A trusted adviser which I’m very happy to recommend

I met Will as I was leaving my corporate life to start my own business, but wanted to ensure that my family maintained the long term security they were already enjoying. Will quickly ensured that an appropriate level of cover was instigated; once this was in place, he took the time to get to know what our long-term family aspirations and time-scales were and then offered us some great options – the main one being something I wasn’t even aware was available to me, giving a great degree of flexibility, has been tax efficient proved robust protection when the FTSE took a downward hit in the latter half of 2018. At our last review when my wife wanted to boost her future pension benefits via AVC’s, Will happily helped her with a financial plan, but advised us that her existing AVC provider was the best vehicle to do this, despite this obviously offering him no personal commission – this offers a great example of Will’s commitment to his customers’ interests.

GethynD – June 2019

  Sound advice with a friendly face

Will has always given us good advice through this our investments have grown. He is always ready to come up with new ideas and it is always your decision as to what to do with your savings. He always puts your mind at rest with good advice. He has taken a lot of stress off us with his actions and friendly face.

JuliaW – June 2019

  Great service. Highly professional

Extremely professional service. Nothing was too much trouble. Extremely knowledgeable. Has helped me sort out my myriad of pensions into a manageable investment portfolio for my retirement. Thank you Will!

RonaG – June 2019

  A true professional and fantastic IFA

Will has looked after me for nearly 2 years now. He’s always given me timely and exceptional pension advice. Over the 2 year period he has also dealt with my partners and sisters pension requirements. Will pays great attention to detail and is a great communicator. He will definitely remain my IFA / pension adviser for the long-term and I will certainly be recommending him to my family and friends. Thanks very much for all your hard work.

RobJ – September 2019

   I would recommend Will without reservations as an extremely able financial adviser

I have known Will for several years during which time he has provided me, in a concise and friendly way, with excellent financial advice, which has allowed me to make the best returns on my savings. He visits me each year to discuss my options to achieve the best returns, commensurate with the financial climate of the time.

BobL – June 2019

  Pension advice

I would definitely recommend Will for any financial advice needed. He arranged my pension transfer in a timely and professional manner and have been very satisfied with the advice he gave me.

DavidN – June 2019


The service I received from Will was exceptional. I had 5/6 pensions in different places and Will joined all of these together using the level of risk which I was happy with. All in all a fantastic service.

MelissaP – June 2019


Got in touch with Will via Yell . He has been very good, he’s been clear and explained everything clearly through every step of the procedure. Will has consolidated my 3 pensions into one flexible plan. He has come to my home and made it easy for me to see what he has advised with clear printed projections. I would highly recommend Mr Will Ward to handle your financial needs.

AnthonyR – October 2017

  Will Ward Financial Advice

We would highly recommend Will to anyone needing professional financial advice. Will is a very nice guy and explains everything in a way that you can understand regarding what is the best investments for your needs, [low medium high risk investments] Will can answer all questions in all fields of Financial advice. We highly recommend him.

Leslie – January 2016

Excellent advice

Excellent confidential advice given with an excellent ongoing service and review system. Having got a wide range of past bank assurance experience will is sympathetic to all types of investors and their needs and risk levels.

JoeW – April 2016

Highly recommended

We would recommend highly Will Ward for any professional financial advice. Very friendly and professional, understanding of all financial needs explaining everything so that it is understandable and answering any questions you may have. Nothing too much trouble for him. Excellent service all round.

SueH – January 2016


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