Mark Williams, Chartered Fcsi Email & Phone Number

Leatherhead, England, United Kingdom

As a Financial Planner at Menzies Wealth Management, I work closely with private clients, businesses and trusts to provide independent financial planning advice. By taking a holistic approach, plans are tailored to their individual circumstances and seek to meet their needs, goals and objectives. This includes savings and investments, retirement strategies, inheritance and estate planning as well as protecting against the unexpected. In many situations, the use of cashflow planning models really helps to understand how a financial plan develops over time to meet its objectives. Often working closely with accountants and lawyers to ensure a coordinated approach to help clients attain their goals and objectives.

Guildford, United Kingdom

Following the acquisition of Pallant by Sanlam, I am now providing holistic financial planning and investment advice to my clients as part of a bigger team with excellent resources. Advice can either focussed on a specific area of financial planning or take an holistic approach considering all aspects, personal and financial, to identify actions to meet your objectives. I extensively use cashflow modelling to help clients understand their financial plan. Experienced in investments, pensions savings, designing retirement income strategies and estate planning potentially using trusts and other strategies to minimise IHT where appropriate.

Guildford, United Kingdom

Financial adviser providing full financial planning advice to individuals, families and small-businesses owners. Only by fully understanding a clients individual needs and objectives is it possible to provide a truly bespoke financial plan.

London, United Kingdom

Financial adviser / wealth manager providing full financial planning advice to individuals, families and small-businesses owners. Specialist areas covered are retirement planning, including authorisation as a Pension Transfer Specialist, investments and inheritance tax planning. At Drewberry we look to help clients understand their financial options so that they can make informed decisions when it comes to growing and protecting their assets.

London, United Kingdom

Wealth manager providing investment advice and financial and risk planning to individuals, small-business owners, and families who need the assistance of a qualified financial advice specialist. This includes, but is not limited to, advising on pension and retirement planning, saving goals, protection, estate planning and business-succession. At Berkeley Burke, we provide bespoke and individual solutions tailored to investment objectives, balancing these with appropriate risk control. We work to ensure that the solutions are aligned with any income, capital gains or inheritance tax mitigation. Overall, we look to provide a high level of customer service.

South East England

Providing full financial planning services to clients, covering pensions, investments, protection and inheritance tax planning. Meeting clients face to face to build a relationship and gain an excellent understanding of their current situation and requirements. Researching and analysing all options. Making and presenting recommendations as appropriate. Seeking to develop long term customer relationships through the delivery of sound and trusted financial advice, a high quality customer experience and an excellent level of service.

London, United Kingdom

Jointly responsible for the active management of the UK equity portfolio (£500m) of the Lafarge UK Pension Plan (£2.5bn). Investment approach based on fundamental bottom-up company and financial analysis coupled with a strong understanding of the macro environment to identify stocks that offer superior returns. Built and managed the portfolio to successfully balance risk and reward. Outperformed the FTSE All Share Index by 0.7% pa over 5 years. Involved in asset allocation and in reviewing and monitoring external investment managers.

London, United Kingdom

Managed the £330m 3i Group Pension Plan with sole responsibility for the active management of the UK equity and UK gilt portfolios. Significantly involved in tactical asset allocation. Additionally managed two in-house investment portfolios, one of quoted investments from company’s private equity business (approx £50m) and the other a UK large-cap equity portfolio (approx £100m). Prepared and presented investment reports at the quarterly meetings of the Trustees. Also managed the relationships with the Plan’s external fund managers, investment advisor, actuary and performance measurement company.

London, United Kingdom

Contributed to the establishment and development of the London-based Canadian equity sales operation covering institutional clients across Europe. Marketed the firm’s research, trading and new issue products to clients. Managed and developed successful client relationships. Regular day-to-day contact with clients as well as the preparation and presentation of investment reports and recommendations. Collaborated with other departments to identify opportunities to cross-sell services and products to clients.

London, United Kingdom

Canadian Equity Sales.

London, United Kingdom

Canadian equity sales.

Advanced Financial Planning, Pass With Merit

RDR Level 6

Diploma, Financial Planning, Level 4

Private Client Investment Advice And Management, Pass With Distinction

RDR Level 6

Investment Advice Diploma

RDR Level 4

University Of Stirling

CFA Partner Programme

Education record

Bath University

Education record