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.
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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.
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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.”