WILLIam GEORGE

"After 29 years helping people retire well... seeing my clients investments grow safely still excites me!"

INVEST WELL, RETIRE SAFELY.

Financial Adviser William George has been helping clients do that since 1992.

The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.

Need proven financial advice, pension planning?

Pension transfers, investing and wealth management experience proven over 28 years.

Who is William George?

Hi, I'm a financial adviser at Carnegie Asset Management Ltd.


I've also appeared on BBC Radio Scotland discussing investing advice.


My primary focus is helping people invest wisely to help them retire well.


I've been doing this since 1992.

Where is he based?

I live and work in the ancient seat of Kings in Dunfermline, Fife, Scotland.


I service clients in Edinburgh, Glasgow and the Borders as well as north of the Forth Road Bridge up to Inverness.


However, these days it is easy to do everything over the net, so if you are UK based, I can help because distance does not matter anymore.

What is he like?

Solicitor Tom Queen says...


"I have introduced many clients of mine to Billy as I have complete trust in his professional ability." (Tom Queen, formerly TOM QUEEN & CO, Dunfermline, now with Ross & Connel).


Next read what William's clients say by scrolling down the page please...

Referred by one of my clients? Get in touch below!

Many clients have been with me for years. They often send friends and family to me for financial advice too. If that's you, reserve an appointment below. Your first hour is FREE.

How I can help you most effectively...

No matter how we build financial security for the future, most of us wish to pass the fruit of our lifetime's work and saving to loved ones. Two things can help...


  1. Good pensions.
  2. Good investing.

These two have proven themselves over hundreds of years to help you create a secure legacy that not only provides you a good income in retirement, they can also help build growing assets with the aim of establishing your future families wealth.


(Of course, past perfomance is not a guarantee of future success. There will always be risk in any investment you make, so only invest what you are comfortable with).


We're all unique, so our retirement and investment goals will be too. So what's your vision of a safe, prosperous retirement? Is it exotic travel, enjoying and investing in valuable art, or collecting rare appreciating specialist cars... or simply saving well?


Let me know and I'll draw on 28 years experience to help you achieve it.


A wealth of opportunity is awaiting you. See below...

1


Pension SWITCH

One of the main things I do is help people switch pensions. Pensions are the heart of good retirement planning. Here's Malcolm Adamson's story of how we tackled his together...


“I had pensions and savings spread around a number of places. Bill helped me to consolidate them and provide an income for my retirement. His relaxed style makes him easy to talk to.”

2


financial advice

Comfortable with who you trust your finances with? Susan Halliday describes what it's really like having me as her Financial Adviser...


“Myself and my husband have used William (Billy) for many years now and for various Financial issues. We have remortgaged, taken out critical illness cover, transferred pensions and also taken out life insurance... He is very discreet and trustworthy.”


3


wealth management

Grow wealth, yet take asset protection seriously. Colin Simpson shares his experience with my help in this overlooked, yet vital area...


“Bill has been advising me on pension matters for a few years now and helped me consolidate several funds. He has given me sound impartial advice, which has enhanced my portfolio.


Recently Bill guided me through the process of setting up a Family Trust Fund that will prove invaluable for the future..."

More real experiences from my clients...

It's been my privilege to help clients like these grow and preserve their wealth over the years...

My husband and I contacted Billy a few years ago when we started to consider planning for early retirement. Between us we had a number of pensions from various employers that we wanted to consolidate.


Billy’s advice and guidance through what we find a complex subject was clear and easy to understand. His friendly, approachable personality makes it easy to ask for clarity on any issues you’re unsure of.


And we’re delighted with the returns we’re getting on our investments.


Billy also assisted us with our wills and power of attorney. It’s one of those things we kept meaning to deal with but always managed to put off.


We now feel that we’ve got peace of mind and our financial matters are well managed."

Sandra Strannigan

I had the triple whammy of an International Assignment, a Pension Scheme closing down and gathering together pensions which had been wandering around for years. Bill met with my wife and I, sorted out our priorities and got to work. 


I’m delighted with the returns I’m getting and at last I feel in control of my money (well I feel Bill is). Contacting Bill has been a good financial move by me for once.”

Ian MacKay

IT Professional

I  have used Billy’s services for many years now. It is a great relief having someone I know and trust dealing with my money matters.


Over the years I have acquired mortgages, Life insurance, and amalgamated several pension funds. I can’t speak highly enough of the service he provides."

Graeme Campbell

Director

Like many, I had several pension sources as a result of job changes over the years and was heading towards retirement age.  I contacted Billy to help steer me through the various complexities and options available and am very glad I did so.  


His friendly and reassuring manner, coupled with sound professional advice has given me clarity over my pension situation and enabled me to retire early with confidence.”

James Inglis


Bill was extremely helpful in my financial repatriation to the UK after me being overseas for many years.


Thanks to Bill, I’m now fully integrated into various UK based financial programs, all handled with the minimum of fuss and maximum collaboration."

Ian Bremner


Billy provided an excellent service when I needed advice on investing my pension lump sum. He was thorough, efficient and professional.


He provided information in a very clear manner, and has a friendly, down to earth approach. Would have no hesitation in recommending him.

Anne Gibney


Billy has been looking after our finances for a couple of years now and we have found his help and advice invaluable. We needed professional help as our money was a bit scattered around!


Oh, and he is a very nice chap – easy to talk to and he does make financial matters easier to understand."

Wendy Kerr


I had pensions and savings spread around a number of places. Bill helped me to consolidate them and provide an income for my retirement. His relaxed style makes him easy to talk to."

Malcolm Adamson


Bill has been advising me on pension matters for a few years now and helped me consolidate several funds. He has given me sound impartial advice, which has enhanced my portfolio. 


Recently Bill guided me through the process of setting up a Family Trust Fund that will prove invaluable for the future.


All aspects of Bill’s services are carried out in a highly professional and confidential manner and I would recommend his advice on all financial matters."

Colin Simpson


Myself and my husband have used Billy for many years now and for various Financial issues. We have remortgaged, taken out critical illness cover, transferred pensions and also taken out life insurance. 


He has always explained everything to us in great detail to ensure we are making the correct choices. I would definitely recommend his services.


He offers a personal and relaxed atmosphere as well, which makes the process much more laid back . He is very discreet and trustworthy."

Susan Halliday


“I have known Billy for many years and when I was starting my own business and in need of Financial Advice I had no hesitation in going straight to him.


In the last year he has helped consolidate various pension funds, sort out my investment portfolio, setup new life, critical illness and income protection cover and I am very happy with the results. 


Everything was easy to understand and dealt with in a relaxed and professional fashion. I would not hesitate to recommend Billy in the future.”

Brian Mercer

Consultant

Financial Advisor William George 2015

 Finally, would you like my help too?

If you relate to anything above why not call me or reserve an appointment? I believe in full transparency so I will let you know what fees* to expect if you book further appointments with me after our first meeting.


Plus I've good news for you...


Your first 1 hour appointment is FREE! 


Inquire now...

The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.


*(Don't worry, my fees are fair and affordable. And remember, your first 1 hour appointment is free anyway and there's no obligation to continue).

This is the Final Subheading on the Page

Copyright 2020, William George. Carnegie Asset Management Ltd.


Carnegie Asset Management Ltd is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority. Quilter Financial Services Limited and Quilter Mortgage Planning Limited are entered on the FCA register (http://www.fsa.gov.uk/register/) under references 440703 and 440718.


Carnegie Asset Management Limited is registered in Scotland. Company Number SC503161.


Registered Address: Scotia House, Dickson Street, Dunfermline, Fife, KY12 7SL. Tel: 08448 730560 (9.00am-5.00pm Mon-Fri for reception).


The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.

If you are unhappy with our service


If you have a complaint about your adviser, or any financial advice you have received from your adviser please contact us:


Quilter Complaints Department

Riverside House

The Waterfront

Newcastle Upon Tyne

NE15 8NY

Email: QFPcomplaints@quilter.com

Tel: 0191 241 0700


You can find more information by visiting the Quilter Financial Services website:

https://www.quilterfinancialplanning.co.uk/contacts



If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service 

http://www.financial-ombudsman.org.uk


Office: Scotia House, Dickson Street, Dunfermline, Fife, KY12 7SL Tel: 0800 321 3508