Director Financial Planning Dip PFS
Cliff, Director of Ward Williams Financial Services Ltd, has over 27 years experience in Financial Services with a variety of institutions including a major Private bank. Qualified to Diploma level. Cliff has advised numerous clients on all aspects of Financial Planning including Wills and Estate Planning.
The Financial Conduct Authority does not regulate Will writing and Taxation and Trust advice.Request Appointment LinkedIn
Financial Planning Adviser Dip PFS
Guy joined WWFS in September 2011 as a Trainee Financial Adviser. After 4 years of experience and training, he qualified to become a Financial Adviser in November 2015. He enjoys meeting new clients to discuss their financial issues as well as building a close relationship. Before joining WWFS, he studied Business Economics at University and worked in the Public sector as an Economic Analyst.Request Appointment LinkedIn
Cath has worked in Financial Services for 16 years and has a wealth of experience in mortgages and protection. She has worked with various banks and insurance companies as a Mortgage Adviser and Protection Adviser. Cath is fully CeMAP qualified and also holds the Financial Planning Certificate. She is currently studying for the Diploma in Financial Services.Request Appointment LinkedIn
Clare has worked in the Financial Services industry for some years following a career in corporate banking. She is in charge of the administration team and provides a link between the advisers and the administration team to ensure that the back office runs smoothly. She works to ensure that policies are established and/or replaced in a timely fashion and can help clients with all non-advice related enquiries.LinkedIn
Hannah is a key member of the Administration team having worked for WWFS for some years. Her ability to work under pressure and her high standards of client care ensure that the administration work flow runs smoothly. She also is involved in the marketing operations of WWFS and the WW Group.LinkedIn
Georgina joined the WWFS administration team in March 2015. She has recently been promoted to Senior Administrator and now provides full support to the advisers and clients. With her experience she is able to help clients with any queries they may have.LinkedIn
Luca is the newest member of the WWFS administration team, having joined in April. He works hard at providing administrative support to the whole team and is enjoying learning about financial services and getting to know clients.