Senior Partner Practice of St. James's Place Wealth Management
I joined the Financial Services sector in 2006 as a Sales Development Manager at Hartford Life Limited and have gained valuable experience at several companies until joining St. James’s Place as a Financial Adviser in 2018.
Williams Wealth Consultancy will further develop my skills as a Financial Adviser and provide high quality, holistic financial advice. As a Client, you will always be at the heart of everything that I do, from reviewing existing investments and planning future investments, to protection planning for you and your family into retirement. I will manage and protect what is important to you, backed up by the expertise of the St. James’s Place Partnership and the St. James’s Place Investment Management Approach.
The service that I will provide will establish a Financial Plan which is constructed entirely around your personal goals and objectives, this will help to grow and maximise your wealth throughout your career and into retirement.
I live in Crowle, North Lincolnshire with my partner Jonathan and in my spare time I enjoy running and cycling around the beautiful (and more importantly, flat!) countryside that surrounds me.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
Williams Wealth Consultancy Limited is registered in England and Wales, Number 09315689. Registered Office: 28 Dudley Street, Grimsby, N E Lincolnshire, DN31 2AB.