About

Bill is the Principal of Pine Lodge IFAs and has been in Financial Services for over twenty years since first joining Hill Samuel in 1992. He is divorced with three children and lives in Bournemouth.

Bill has been a member of Bournemouth Chamber of Trade and Commerce (BCTC) since 1999 and was President in 2002 and 2006. In 2018 he was made an Honorary Life Member of the Chamber. he is currently one of the Chamber directors, Treasurer and chairs the Directors' Board Meetings

He is the Vice-President and Public Relations Officer of the Insurance Institute of Bournemouth, the county branch of the Chartered Insurance Institute and also manages their website and social media. Bill attained CII Diploma in 2009 and is now studying to attain Chartered status. Bill is additionally qualified to give advice on Lifetime Mortgages and Long Term Care

A keen ballroom dancer who competes regularly, he also attempts to play golf – sadly his enthusiasm for the game is not reflected in his current handicap of 23.

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The Benefits of Becoming our Client

We want all our clients to benefit from our financial planning service in the following ways:
✔ Feel in control of their financial situation.
✔ Be clear and informed about their options.
✔ Manage their cash flow.
✔ Use their money effectively.
✔ Reduce their tax liability.
✔ Have a knowledgeable adviser to turn to
whenever the need arises.
✔ Obtain regular and / or relevant financial reports.
✔ Feel confident in the service we offer.

About Bill Perkins, Principal of Pine Lodge IFAs