Professional, experienced and proven in the field of client advice and support. Sound planning for investment & financial planning and wealth protection should be built on a solid knowledge of each client's circumstances plus deep knowledge of products available and optimum timing in their execution.Following 14 years in the Army, I spent 10 years in financial services and client wealth management within a high street bank. This provided great product experience. This led me 13 years ago to make a successful move to become a Partner Practice at St. James's Place Wealth Management where I now provide a first class service based on strong client relationships. I believe that I bring an added dimension to my work, the desire to make a difference for my clients. Positively influencing the lives of others simply makes it easy getting up each day for work.This makes me an ideal point of contact for your investment planning and wealth protection services, particularly if you haven't reviewed your investment planning, or taken financial advice recently. I am also a Solla Member being fully qualified in later life planning for our clients .Developing confidence in an adviser cannot be done quickly, so I take time to gain clients' trust, carry out six monthly reviews for all clients without obligation. I am happy to meet clients when and where it's convenient for them; 9 to 5 doesn't fit into my work ethic.I relate well with accountants, solicitors and other professional advisers who put positive client experience as a key part of their business ethos.Williams Wealth Consultancy Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). 'The St. James's Place Partnership' and the title 'Williams Wealth Consultancy Ltd' is the marketing term used to describe St. James's Place representatives. SJP Approved 05/04/2024
Listed skills include Retirement Planning, Investments, Inheritance Tax Planning, Financial Advisory, and 46 others.
