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September Newsletter
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....
Barry Williams
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...
Welcome to our first Newsletter of 2020!
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....
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...
Mental 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 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.
“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.”