What our clients say about us?

We take great pride in the work we do for our clients. Please take a moment to read what our clients say about us and the service we provide.

“As a personal client of Williams Financial Planning I have been delighted with the services provided by both Carol and Lee, nothing is too much trouble and their knowledge is invaluable.

As a partner in the accountancy firm, LBW Chartered Accountants, I have no hesitation in recommending their services to our clients and the feedback speaks for itself. Our clients have been provided excellent services and advice in relation to investment, pension and protection planning. Williams Financial Planning are a wholly professional and a very approachable firm that take the jargon out of financial planning.”

Steve Sharp

LBW Chartered Accountants

“I have known Williams’ for many years and they’ve proven to be approachable knowledgeable and consistently professional. It has been a delight to deal with their team and I have no hesitation in recommending them.”
Mark Hughes

Duct Hygiene

“Retirement can be a worrying and often confusing time planning your financial future. Like many people I was anxious about making the right choices regarding my pensions, income and outgoings. But the advice I received from Richard Williams helped me to make those big decisions.
He set out the options for my wife and I in a clear and understandable manner, helping us focus on our future financial expectations and needs and allowing us to look forward to our retirement years with confidence.”
Paul. M.

“Accessible, able, friendly and very capable. On the spot advice is quickly backed up with accurate figures. I can recommend them very strongly.”
Mr G C Seys Llewellyn

“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

“We have had personal financial dealings with WFP Ltd for many years. Everyone is very friendly and all work has been done swiftly. They keep you informed of any changes in the financial market that may affect your finances and are a very good company to do business with.”
Phil and Mandy Griffiths

“Williams Financial Planning is a well trusted local firm of Independent Financial Advisers who have always given excellent financial advice to me and to many of my clients: I have always felt confident in recommending them.”
David Parry

‘At 32 I was a Company Director and expectant father, with no apparent health concerns. Protection in the event of my death or a critical illness did not seem a priority. Williams Financial Planning Ltd explained the potential risks to our company, and for myself personally should the worst happen. We discussed the most appropriate levels of cover and they advised a range of policies designed to offer protection for myself and also for the business. I decided to take their advice. It was one of the best decisions I have ever made. Twelve months later, on my 33rd Birthday, I was diagnosed as having suffered a stroke. The impact, both professionally and personally was huge. Williams guided me through the claims process, supporting myself and my family every step of the way through this difficult time. The payment received provided me with invaluable financial security. This has enabled me to move forward personally and professionally and continue with my recovery.’
Williams Client

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