william-gray-financial-planner

William Gray

Financial Advisor

  • Based in Vietnam

About William

I moved from the UK to Vietnam as an expat nine years ago at the ripe age of 22,

having graduated from university and finished my International Citizen Service (ICS) with DFID

(now the Foreign Commonwealth & Development Office).

I built my career in copywriting and content marketing,

working alongside a variety of inspiring young Vietnamese technology brands.

Coming into 2023 I decided I wanted a new challenge and began sitting exams

with the Chartered Institute for Securities & Investments (CISI),

focusing on wealth & investment management, financial planning, and securities.

I enjoy working with people, which is now a big part of my job.

Together with clients, I organize their financial lives like arranging pieces of a puzzle,

and I’m always satisfied with the positive impact this has on their lifestyle and well-being.

Qualifications:
CII: AWF Financial Planning

CISI: Introduction to Securities & Investments

CISI: International Certificate in Wealth & Investment Management

CISI: Financial Planning & Advice