Senior Partner Practice of St. James's Place Wealth Management
I have been working in the financial services industry for over a decade, working for one of the UK's largest Building Societies. During my career I have worked in a broad variety of client facing roles including giving advice as a Financial Planning Manager over the last few years upon completion of my diploma for financial advisers.
I have accepted the invitation to join Williams Wealth Consultancy Ltd to help our clients with their retirement planning, wealth management, protection & estate planning needs. The excellent St. James’s Place Wealth Management proposition which includes the distinctive approach to investment management and advice guarantee is amongst the reasons why I feel this is the best place to be to be able to help clients with all their needs.
My philosophy is one of professionalism, reliability and trust, this is the basis upon which I build lasting relationships with clients through straightforward, understandable and personalised face-to-face financial advice. I really enjoy getting to know clients and their circumstances helping them plan their finances accordingly through advice and guidance to assist with meeting future goals in life for them and their families. This includes reviewing these goals and objectives as circumstances change and evolve over time.
I live in North East Derbyshire with my fiancé Melissa. I enjoy most sports, but take a keen interest in Football, also taking countryside walks in the Peaks with our dog Baxter.
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.