At Williams Financial Planning Ltd, the safety and well-being of all our customers, staff and their families is our highest priority. We would like to reassure you that we continue to monitor the situation regarding Covid-19 (Coronavirus) extremely closely and are following advice issued by the Government and National Public Health Boards. We continue to review all possible scenarios to ensure that you continue to receive the high levels of service that you have come to expect from us, no matter how difficult the situation becomes.
We will continue to monitor and review everything we do in order to overcome the current challenges and look forward to speaking, emailing and virtually meeting with you as usual.
Life is busy enough.
Let us help you meet your financial goals!
Being fully independent, we are not tied to any financial institution and can, therefore, combine financial tools and products from the whole marketplace to suit your needs.
What we do
You are unique, therefore we design a bespoke
financial strategy tailored to each individual client.
As the world continues to work out how to live with the coronavirus (COVID-19) pandemic, many will agree that the new normal needs new thinking. Follow the link below to read our latest newsletter, which looks at a number of topics designed to keep you up to date....
It is with great sadness that we announce the death of the founder of Williams Financial Planning Limited who died peacefully in hospital on Friday 5th June, after a long and brave battle with cancer. Barry established the company in 1975 and worked tirelessly for his...
The start of a new year is the perfect time to consider your financial plans for the year ahead . You can read our Newsletter by following the link below....
“As a Solicitor, I am happy to refer clients to Williams Financial Planning Ltd. I have found that being able to refer clients who need Investment advice to IFAs I can trust has been invaluable. Richard and Lee are very efficient, communicating regularly with me and the clients, providing the clients with financial peace of mind and maintaining a personal and friendly service.”