Pat Williams Email & Phone Number

Pat has a select number of clients that she works with on an ongoing basis in a relaxed but professional and personable way. Pat truly understands that the invest and forget attitude of some financial advisers has affected the perception of the industry but her clients know that she always has time for them and the regular contact means her clients can be sure that their investment and pension assets continue to work to their maximum potential.Pat and her colleague Steve Webb founded Meon Valley Financial Planning Ltd in 1997, which was born out of a desire to offer something different – to really add value to their clients’ lives.Following 10 successful years the trading name of the company was changed to Retirement and Investment Solutions to reflect their specialism in advising clients at the most crucial time of their lives - retirement. Steve and Pat’s individual strengths complement each other well and with the help of all the team have a business that they would be pleased to be clients of.

As an Independent Financial Adviser to the over 50's I give clear, jargon-free financial advice for a stress free retirement, which means that my clients can relax and get on with what they enjoy most.