Senior Partner Practice of St. James's Place Wealth Management
I joined Williams Wealth Consultancy Ltd in October 2017. Having previously held the role of a Bank Manager, I have worked in the finance sector for over 11 years, during which I gained a wealth of experience.
As a Senior Paraplanner I specialise in preparing reports and providing technical research on financial planning, taxation and trusts*, investment strategies, retirement planning, inheritance tax and succession planning, personal and business protection to the financial advisers.
I also review the advice prepared for clients to check it is of the highest quality and delivered in an efficient manner whilst also aiming to mitigate risks to our 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.