Senior Partner Practice of St. James's Place Wealth Management
I have worked as an adviser within financial services for 18 years now. I previously worked within an I.F.A Practice and the Wealth Planning Department for a High Street Bank before being invited to work with St. James’s Place Wealth Management in 2011. This has enabled me to offer robust financial plans to help clients achieve their financial and lifestyle goals and offer a comprehensive range of wealth management services of outstanding quality and advice which comes with the complete peace of mind, of the St. James’s Place Wealth Management guarantee.
The Key areas I advise on are:
Taxation & Trusts*
Inheritance Tax & Succession Planning
Personal & Business Protection
I have always prided myself on building long term strong relationships with all of my clients.
*Trusts are not regulated by the Financial Conduct Authority.
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.