Senior Partner Practice of St. James's Place Wealth Management
“Sharon has been our adviser for 3 years and has always given sound practical advice. Recently my husband was diagnosed with a terminal condition and Sharon was instrumental in helping us maximise his pension fund to achieve the very best solution for us.The level of service we have received has been exceptional and we would have no hesitation in recommending her to anyone who needs trustworthy advice.”
Name Supplied, Bingham
“Williams Wealth Consultancy have been looking after my investments for three years. During this time I have been very impressed by their professional approach and caring attitude. Dean understands my financial situation and gives high quality advice and sound recommendations. I have recommended to friends in the past and will continue to do so.”
Tony Howe, Retired
“What makes Dean so special is his deep knowledge of wealth management that enables him to provide valuable advice to his clients.
“He was able to understand our vision for our future needs and he designed a perfect plan for us to realise our goals through a diverse portfolio.”
Tara and Omar, Northeast Lincolnshire
“Having recently taken over the family finances, I realised I was out of my depth and help was needed from an adviser who had knowledge and understood my needs. I found Dean Williams, he’s professional, talks in plain understandable English and most importantly he cares about his clients.
“Not your usual run of the mill financial adviser. Well done St. James’s Place for finding him.”
Margaret E Collinson, Barnoldby Le Beck
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.