William Curle
Adviser
About William
William was born in London but moved to Devon at a young age. He now lives locally in Barnstaple.
William has worked for Philip J Milton & Company Plc since September 2012. He started in our Taxation & Accounting Department and decided to give the financial advisory world a try in June 2017. He hasn’t looked back since!
Current role
Trainee Financial Adviser
Qualifications
Diploma in Regulated Financial Planning
Certificate in Securities Advice & Dealing
Member of the Association of Accounting Technicians
Career goal(s)
William aims to attain the Advanced Diploma in Regulated Financial Planning by Summer 2022.
Personal goal(s)
To be the best that he can be!