Looking towards retirement

Your financial peace of mind is our priority

Plan a better future

We take the worry, anxiety and time out of planning

Business protection

Protect the financial future of your business

Personal protection

Peace of mind for you and your family

Covid-19 (Coronavirus)

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 are aware that we have a significant number of clients that fall into the government’s category of increased risk, particularly the over 70’s, and have therefore reached the decision to cease all face to face meetings. Nevertheless we have technology in place so that this should not impact our relationship with you. We have the ability to use web based meetings as a substitute to face to face meetings, indeed we have been using this technology very successfully with our clients in different parts of the country for a number of years and believe it will enable us to operate and interact with you as close to business as usual as possible

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!

Seeking financial advice and understanding financial markets can be a daunting experience with so many products and sources of advice now available. At Williams Financial Planning Ltd, our aim is to take the worry, anxiety and time out of planning your financial wellbeing.

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.

 If you’re looking for financial advice then come and talk to us in person, we’ve always got the kettle on ready!

What we do

You are unique, therefore we design a bespoke

financial strategy tailored to each individual client.

Let’s plan

Early planning is essential in order to achieve financial security. We work with you to determine your personal strategy.

Let’s retire

We’re specialists in retirement who will help you to assess and shape your retirement plans to meet your individual needs.

Let's protect

We provide personal protection for your family and home, as well as business protection and business loan cover.

Our expertise and experience have been helping clients for over 40 years.

Our blog

What happens when your life gets thrown upside down?

Your world falls apart. You have been informed that your spouse no longer wants, needs or loves you or maybe you have delivered that news. What to do next? Other than the decision of what to say, to whom and when, there are a myriad of practical considerations and...

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“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.”

Katie Brassington

Solicitor

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