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Will Handley profile image

Will Handley

Chairman (Non-Executive) at Workout Solutions
Intro Book
Seasoned financial professional with 31 years of experience in pensions, financial planning, and wealth management.
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Location
Tehachapi, California, United States, US
Languages
  • French - rusty -
Skills
  • Pensions
  • Financial Planning
  • Financial Advisory
  • Financial Services
  • Investments
  • Show all
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Bio

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Will Handley is a seasoned financial professional with 31 years of experience in pensions, financial planning, and wealth management. He has held various leadership positions, including Chairman (Non-Executive) at Workout Solutions and Managing Director at the same company. Will has also worked at Miton Optimal Portfolio Management (CI) Ltd, Clifton Asset Management plc, Ultracork Project, Bigwheelers Professional Driver Training (PVZ Systems Ltd), Harveys of Bristol, and Unigate Foods Ltd.

Experience

  • Workout Solutions
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Chairman (Non-Executive)
      • Jan 1993 - Present

      Employee Assistance programmes supporting companies in commercial, construction manufacturing, transport industries, etc and local authorities, police, fire, ambulance services.

    • Managing Director
      • Jan 1993 - Present

      Company providing Employee Assistance Programmes to both the private and public sector including counselling, redundancy, outplacement, relocation, retirement planning, organisational change and many other services.

  • Miton Optimal Portfolio Management (CI) Ltd
    • Guernsey, United Kingdom
    • Client Relationship Manager (Part Time)
      • Jan 2013 - Jan 2018
      • Guernsey, United Kingdom

      Client Liaison

  • Clifton Asset Management plc
    • Business Consultant
      • Nov 1992 - Dec 2013

      Business & Personal finance, international remuneration planning

  • Ultracork Project
    • Project Co-Ordinator
      • Apr 2000 - Sep 2009

      Managed project to develop process for treating corks against "cork taint".

  • Bigwheelers Professional Driver Training (PVZ S...
    • Company Director
      • Apr 1980 - Dec 2002

      Financial Strategies for the companySome day to day management and operational management

  • Harveys of Bristol
    • Bristol
    • Training & Personnel Manager
      • Apr 1980 - Oct 1992
      • Bristol
  • Unigate Foods Ltd
    • United Kingdom
    • Training Advisor (& previous production roles)
      • Sep 1969 - Mar 1980
      • United Kingdom

Education

  • Chartered Institute of Personnel & Development
  • 1994 - 1995
    Chartered Insurance Institute
  • 1971 - 1974
    Institute of Supervisory Management
  • 1971 - 1974
    Cheshire College of Agriculture
  • 1963 - 1967
    Sherborne School

Suggested Services

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Industry Focus. “Financial Services”

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