All of us have unique goals, dreams and aspirations. However, very few have plans in place to help put them on the path to achieving them.
I am passionate about building meaningful relationships with clients to put structured financial plans in place to help them achieve their individual dreams.
All new clients receive a no-obligation review of their affairs but the first thing we establish is the most important – can we work together?
From here we work through our four-stage process of listening, reviewing, recommending & implementing. All working towards understanding what’s important to you, what are your goals & concerns and putting a plan in place to give you financial peace of mind.
The key areas I tend to help clients with are:
Retirement planning.
Investment planning.
Business profit extraction & aspects of exit strategies.
Financial aspects surrounding farm & land sales.
Supporting divorcees through splitting of assets.
Tax planning for high earning professionals.
Inheritance tax & estate planning.
Outside of Work
Family. Sport. Travel & dogs. I spend my free time with my wife, two boys & two dogs, who certainly keep my Wife and I on our toes. I’m a lover of sport too – a big football & rugby fan!”
Williamson Wealth Management is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website http://www.sjp.co.uk/products.
SJP Approved xx/xx/xxxx
Testimonials