Mark Williams, Chartered Fcsi Email and Phone Number
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Wealth manager/financial adviser and planner with over 25 years experience of providing investment and holistic financial planning advice to individuals, families and businesses. Specialist in investments, pensions, retirement income and estate planning.Chartered Fellow of the CISICII/PFS Diploma in Financial PlanningAuthorised Pension Transfer Specialist (AF7), current Statement of Professional Standing, SPS.Contact 07973 268388
Menzies Wealth Management Ltd
View- Website:
- menzieswm.co.uk
- Employees:
- 15
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Financial PlannerMenzies Wealth Management Ltd Sep 2022 - PresentLeatherhead, England, United KingdomAs 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.
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Senior Wealth PlannerSanlam Uk Sep 2019 - Sep 2022Guildford, United KingdomFollowing 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. -
Financial PlannerPallant Independent Sep 2018 - Sep 2019Guildford, United KingdomFinancial 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.
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Financial Adviser / Wealth ManagerDrewberry Wealth Management Limited Nov 2017 - Jul 2018London, United KingdomFinancial 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. -
Independent Financial Adviser, Ifa / ConsultantBerkeley Burke & Co. Ltd. Mar 2016 - Nov 2017London, United KingdomWealth 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.
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Financial AdviserEdward Bond Wealth Management Aug 2015 - Mar 2016South East EnglandProviding 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.
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Senior Portfolio ManagerLafarge Apr 2005 - Jun 2013London, United KingdomJointly 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. -
Portfolio Manager And Director, 3I Asset Management3I Group Plc Sep 1998 - Apr 2005London, United KingdomManaged 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. -
Senior Equity SalesmanDeutsche Bank 1995 - 1997London, United KingdomContributed 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. -
Equity SalesmanBzw Ltd 1994 - 1995London, United KingdomCanadian Equity Sales.
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Equity SalesmanCibc Wood Gundy 1991 - 1994London, United KingdomCanadian equity sales.
Mark Williams, Chartered Fcsi Skills
Mark Williams, Chartered Fcsi Education Details
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Pass With Merit -
Level 4 -
Pass With Distinction
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Investment Advice Diploma
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Msc Investment Analysis With DistinctionUniversity Of Stirling -
Investment Management Certificate (Imc)
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Bsc Business Administration (2:1)Bath University
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Douai Abbey
Frequently Asked Questions about Mark Williams, Chartered Fcsi
What company does Mark Williams, Chartered Fcsi work for?
Mark Williams, Chartered Fcsi works for Menzies Wealth Management Ltd
What is Mark Williams, Chartered Fcsi's role at the current company?
Mark Williams, Chartered Fcsi's current role is Independent Financial Adviser and Planner at Menzies Wealth Management.
What is Mark Williams, Chartered Fcsi's email address?
Mark Williams, Chartered Fcsi's email address is ma****@****rld.com
What is Mark Williams, Chartered Fcsi's direct phone number?
Mark Williams, Chartered Fcsi's direct phone number is +120159*****
What schools did Mark Williams, Chartered Fcsi attend?
Mark Williams, Chartered Fcsi attended The Chartered Institute For Securities & Investment (The Cisi), Chartered Insurance Institute, The Chartered Institute For Securities & Investment (The Cisi), The Chartered Institute For Securities & Investment (The Cisi), Msc Investment Analysis With Distinction, Investment Management Certificate (Imc), Bsc Business Administration (2:1), Douai Abbey.
What skills is Mark Williams, Chartered Fcsi known for?
Mark Williams, Chartered Fcsi has skills like Portfolio Management, Equities, Asset Management, Investments, Investment Management, Trading, Pensions, Financial Analysis, Asset Allocation, Fixed Income, Financial Advisory, Risk Management.
Who are Mark Williams, Chartered Fcsi's colleagues?
Mark Williams, Chartered Fcsi's colleagues are Louise Walker, Jackie Witcher, Shannon Griffiths, Eric Norman-Walker, Andrew Johnstone, Tamsin Hazell, Vanessa Edmunds.
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