Portrait photo of Will Oswald

Will Oswald, CFP™ MSc IMC

Chartered Wealth Manager & Certified Financial Planner™

I am fascinated by the world of financial advice and planning – when done right, it has the potential to help people live a more fulfilled life. I firmly believe that our lives are inextricably linked to money, and whilst money alone can’t guarantee happiness, it plays a big part in enabling people to do the things they enjoy.

I particularly enjoy helping my clients understand their life goals and then working with them to build financial plans that give them the best possible chance to achieve those goals. It’s for this reason, I decided to join Paul and Chiltern Hills Financial Planning. Acting in the client’s best interest guides all our decisions.

I am a Chartered Wealth Manager and Certified Financial Planner™ ,  with a Master’s Degree (MSc) in Wealth Management, a First-Class Honours degree in Economics and Finance and an Investment Management Certificate. Professional Development is key, but it’s the application of the development and using it to improve my abilities with clients that’s most important.

Growing up in Devon, I enjoy living an active lifestyle and spending most of my time outdoors. I can be found appreciating great food with friends and family, keeping fit, teaching myself Spanish or supporting the Exeter Chiefs rugby team.

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