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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.
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 blog
Daniel one of our advisers at Williams Financial Planning takes on IRONMAN Wales!
On the 15th September 2019, one of our Independent Financial Advisers, Daniel Tudor-Owen will take on IRONMAN Wales, to raise money for Make-A-Wish charity. The long established, highly regarded and Worlds toughest IRONMAN Wales is a triathlon event consisting of a...
read moreMental Health Awareness Week – 13th to 19th May
Sometimes it’s the little things in life that turn into a big problem, like debt, stress and relationship issues. From easing everyday issues at work to guidance on problems at home, or tackling barriers faced by employees with ill health, employee benefits packages...
read moreRead our Guide to Year End Tax Planning
Read our Guide to Year End Tax Planning. Don’t miss the chance to make the most of valuable tax-efficiencies and allowances.
read more“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.”