Chris Williams Email and Phone Number
Chris Williams work email
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Chris Williams personal email
In a 25 year career, Chris has developed a rare blend of experience in creating effective wealth management propositions to meet customers Financial Planning needs. He’s led an advisory business, founded a robo advice start-up, and spearheaded digital proposition development at some of the leading providers in the sector.Specialities: Proposition Development, Fintech, Wealth Management, Innovation, Leadership, Transformation, Financial Planning, Investment, Behavioural Economics.
Third Financial
View- Website:
- thirdfin.com
- Employees:
- 36
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Managing DirectorThird Financial Sep 2024 - PresentLondon -
Executive DirectorDunstan Thomas (Dt) Mar 2024 - PresentLondon -
Proposition DirectorNucleus Financial Mar 2022 - Present -
Head Of Wealth PropositionsHsbc Retail Banking And Wealth Management Feb 2018 - Feb 2022Birmingham, United KingdomResponsible for HSBC’s face to face, remote and online wealth propositions -
Head Of Digital AdviceNationwide Building Society Feb 2016 - Feb 2018United KingdomResponsible for the ideation, design and delivery into the FCA sandbox of digital customer journeys providing online savings and investment advice. -
Non Executive DirectorInstitute Of Financial Planning Oct 2012 - Aug 2016United KingdomElected to the Board of IFP to promote the Financial Planning profession by improving the financial literacy of the nation and ensuring that help and advice is available to as many individuals, through as many mediums as possible.
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Founder And CeoWealth Horizon Sep 2013 - Feb 2016Bristol, United KingdomDriven by a desire to make investing simple, accessible and affordable to all Chris founded Wealth Horizon to provides all investors, regardless of wealth as much, or as little, advice as they need. -
Ceo - Financial PlanningAshcourt Rowan Mar 2010 - Sep 2013CEO (July 2012 - September 2013) Led the organisation through RDR transition focused on embedding the principles of sound Financial Planning to deliver value to clients. Establishing and embedded propositions, designed and implemented centralised operating models, introduced consistent technical paraplanning and administration support for advisers.National Sales Director (March 2010 - July 2012) A member of Ashcourt Rowan's Board and executive committee. Responsible for developing new services, products and marketing activities whilst delivering year on year revenue growth across a national network of advisers
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DirectorRowan & Co Mar 2001 - Mar 2010Bath, United KingdomDirector (September 2007 - March 2010) Director Responsible for delivering budgets and driving year on year revenue growth for the Bath branch initially and then the entire Financial Planning Team across 6 offices and 21 advisers.IFA (March 2001 - September 2007) Providing a wide range of Financial Planning advice to clients covering all aspects of their requirements, particularly in respect of pension arrangements
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Independent Financial AdviserSedgwick Ifc Feb 1997 - Mar 2001
Chris Williams Skills
Chris Williams Education Details
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Distinction -
Organizational Leadership -
High Performance Leadership
Frequently Asked Questions about Chris Williams
What company does Chris Williams work for?
Chris Williams works for Third Financial
What is Chris Williams's role at the current company?
Chris Williams's current role is Wealth Management | Platforms | Technology | Fintech | Advice.
What is Chris Williams's email address?
Chris Williams's email address is ch****@****gin.net
What schools did Chris Williams attend?
Chris Williams attended Aston Business School, Chartered Management Institute, Cranfield University - Cranfield School Of Management.
What are some of Chris Williams's interests?
Chris Williams has interest in However, Education, Married With Two Children, Spare Time Is Scarce.
What skills is Chris Williams known for?
Chris Williams has skills like Wealth Management, Strategic Financial Planning, Proposition Development, Strategy, Investments, Asset Management, Financial Advisory, Operational Efficiency, Financial Services, Pensions, Inheritance Tax Planning, Personal Finance.
Who are Chris Williams's colleagues?
Chris Williams's colleagues are Mariam Akhtar, Claire Hunt, Charlotte Van Praagh, Justine Elson, Rajah Khan, Nigel Underhill, Samuel Shaw.
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Chris Williams
United Kingdom6hotmail.com, attenda.net, rackspace.com, softwareone.com, accenture.com, rackspace.co.uk -
Chris Williams
Walton-On-Thames -
Chris Williams
London Area, United Kingdom1hotmail.com -
Chris Williams
Managing Director At Feg Global | Delivering Cross-Sector Capex Project Management And Environmental Technology ServicesNewcastle Upon Tyne2fire-ant.co.uk, fegs.org
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