Williams Financial Planning Limited
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
Associate members are those who have gone on to secure more advanced qualifications by completing the Advanced Diploma in Insurance or its predecessor the Associateship. As part of the Retail Distribution Review which comes into effect in 2013 they will have also been required to demonstrate their knowledge is up to date, this process is known as Gap Fill. On satisfaction of the gap fill requirements they will have obtained a Statement of Professional Standing from an FSA Accredited Body.
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.
For over 40 years, we have been advising people just like you; helping them make financial decisions and ensuring peace of mind. We make the process of seeking independent financial advice simple and straightforward for you.
Each of our Directors has over 25 years experience in helping clients achieve financial goals. We will ensure our advice is tailored to your requirements, designing a portfolio specifically for you to meet your individual needs and circumstances.
We cover all aspects of pensions, investments, protection and financial planning. Providing quality, unbiased, independent advice. Whether you are an individual or a company, if you are seeking financial advice for the first time or approaching retirement, our wealth of experience can meet your needs.
When we asked our clients what they valued from our services, the overwhelming response was peace of mind. Over the last 40 years, we've listened to our clients and have grown by recommendation and reputation.
In order to place your needs and objectives at the centre of our business, we have chosen to be Independent Financial Advisers. This means that 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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FREEpension health check+ £50 off the
cost of advice -
FREEinvestment health check+ £50 off the
cost of advice -
FREEfinancial health check+ £50 off the
cost of advice
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Telephone
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Online (Live chat, video, email)
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Face to face
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