Williams Financial Planning Limited

Independent Financial Adviser  30 Chester Street, Rhosddu, Wrexham, LL13 8TJ
First meeting at adviser's own cost
Creating Financial Security
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Response rating
9.3/10
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FCA authorised
Last authorised 17th February 2020
Meet our advisers
Lee Gould
Director

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Accreditations
Chartered Financial Planner
Richard Williams
Director

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.

David Jones
Independent Financial Adviser

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Carol Powell
Protection Adviser

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

What our clients say
"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
"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
"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
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.

Where to find us

30 Chester Street, Wrexham, LL13 8TJ

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
9.3/10
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FCA authorised
Last authorised 17th February 2020

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