Williams Financial Planning Limited

Independent Financial Adviser 30 Chester Street, Wrexham, LL13 8TJ
First meeting at adviser's own cost
Response rating
10 /10
FCA verified
16th September 2019
Creating Financial Security
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Richard Williams
Emyr Evans
Independent Financial Adviser
What our clients say
"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, Chester
"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, Wrexham
"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, Wrexham
Where to find us

30 Chester Street, Wrexham, LL13 8TJ

Make an enquiry
About us

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.

Our services

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.

Advice methods
  • phoneButton
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
Minimum pension value

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