Will Champion-Pritchett

Financial Planner

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Will Champion-Pritchett Financial Planner Kellands Bristol

Will has been working in the financial services industry since July 2012. He has considerable experience in advising clients in all areas of financial planning. He is continuing to build on his knowledge of investment products to ensure his clients receive excellent, tailor-made advice.

Before joining Kellands Bristol in 2023, Will worked at other financial advice firms including Attivo Group and Legal and Medical where he developed his broad knowledge. As a result, he can provide information and answer questions around many aspects of the industry in addition to those more specific to personal financial planning.

Born and bred in Gloucester, Will continues to live there with his wife and two young daughters. Outside of work, Will loves sport, although a busy work and family life means he is more restricted to a watching brief nowadays. Previously, he played rugby for 10 years and can still occasionally be found hacking his away around local golf courses or back in the rugby club drinking a pint or two!

Will’s qualifications include:

  • Diploma in Financial Planning
  • R01 – Regulation and Ethics
  • R02 – Investment Principles & Risk
  • R03 – Personal Taxation
  • R04 – Pensions and Retirement planning
  • R05 – Financial Protection
  • R06 – Financial Planning Practice
  • CF6 – Mortgage Advice
  • IF1 – Insurance, Legal and Regulatory
  • IF4 – Insurance Claims Handling Process

 

< Meet The Team

Quays Office Park Conference Avenue
Portishead
Bristol BS20 7LZ

Work: 0117 900 4000
Mobile: 0117 900 4000

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