Personal Financial Planning

We offer a professional and high quality holistic Financial Planning service for individuals that is tightly integrated with the excellent tax, strategic and business planning services of the Ward Williams Group. Our independence and thorough understanding of the goals of our clients ensures that we can complete a comprehensive appraisal that enables our advice to be tailored to individual needs and aspirations.

Our highly qualified advisers have expertise in providing Independent Financial Planning advice on all financial matters including:

Our advisers are highly proficient and experienced in understanding and creatively analysing clients' needs, identifying the most appropriate solutions and providing an ongoing effective and pro-active review service.

The initial meeting is always at our cost and is normally held in one of our offices, although meetings can be held elsewhere, such as a client's home, if this is more convenient.

The Financial Conduct Authority does not regulate will writing and taxation and trust advice.

The value of investments can go down as well as up and you may get back less than the amount invested. 

Your home may be repossessed if you do not keep up repayments on your mortgage.

There may be a fee for mortgage advice.  The precise amount of the fee will depend upon your circumstances, but we estimate that it will be £2,000 based on a Mortgage of £200,000.