Chris Williams

Chris Williams Email and Phone Number

Wealth Management | Platforms | Technology | Fintech | Advice @ Third Financial
london, greater london, united kingdom
Chris Williams's Location
United Kingdom, United Kingdom
Chris Williams's Contact Details

Chris Williams work email

Chris Williams personal email

n/a
About Chris Williams

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.

Chris Williams's Current Company Details
Third Financial

Third Financial

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Wealth Management | Platforms | Technology | Fintech | Advice
london, greater london, united kingdom
Website:
thirdfin.com
Employees:
36
Chris Williams Work Experience Details
  • Third Financial
    Managing Director
    Third Financial Sep 2024 - Present
    London
  • Dunstan Thomas (Dt)
    Executive Director
    Dunstan Thomas (Dt) Mar 2024 - Present
    London
  • Nucleus Financial
    Proposition Director
    Nucleus Financial Mar 2022 - Present
  • Hsbc Retail Banking And Wealth Management
    Head Of Wealth Propositions
    Hsbc Retail Banking And Wealth Management Feb 2018 - Feb 2022
    Birmingham, United Kingdom
    Responsible for HSBC’s face to face, remote and online wealth propositions
  • Nationwide Building Society
    Head Of Digital Advice
    Nationwide Building Society Feb 2016 - Feb 2018
    United Kingdom
    Responsible for the ideation, design and delivery into the FCA sandbox of digital customer journeys providing online savings and investment advice.
  • Institute Of Financial Planning
    Non Executive Director
    Institute Of Financial Planning Oct 2012 - Aug 2016
    United Kingdom
    Elected 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.
  • Wealth Horizon
    Founder And Ceo
    Wealth Horizon Sep 2013 - Feb 2016
    Bristol, United Kingdom
    Driven 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.
  • Ashcourt Rowan
    Ceo - Financial Planning
    Ashcourt Rowan Mar 2010 - Sep 2013
    CEO (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
  • Rowan & Co
    Director
    Rowan & Co Mar 2001 - Mar 2010
    Bath, United Kingdom
    Director (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
  • Sedgwick Ifc
    Independent Financial Adviser
    Sedgwick Ifc Feb 1997 - Mar 2001

Chris Williams Skills

Wealth Management Strategic Financial Planning Proposition Development Strategy Investments Asset Management Financial Advisory Operational Efficiency Financial Services Pensions Inheritance Tax Planning Personal Finance Wealth Management Services

Chris Williams Education Details

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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