Ward Williams Financial Services Limited

The team provides the full range of professional advice from straight-forward protection policies to complex retirement and inheritance tax planning solutions. Will instructions and advice on powers of attorney are also covered, enabling us to provide a full holistic approach to a client’s needs.

Personal Financial Planning:

Our diploma qualified advisers have expertise in providing independent financial planning advice on all financial matters including:

• Investments
• Retirement planning
• Mortgage and Family Protection
• Inheritance tax planning
• Mortgage broker
• Wills (Wills are not regulated by the Financial Services Authority)

Business Financial Planning:

• Investments
• Auto-enrolment
• Company pensions
• Employee benefits
• Shareholder protection
• Keyman insurance
• Workplace advice for staff/directors

We offer an initial consultation at our cost with no ongoing obligation, and aim to form long-term relationships with our clients in order to provide a pro-active and ongoing review service.

Ward Williams Financial Services Limited is authorised and regulated by the Financial Services Authority. Ward Williams Financial Services Limited. Registered in England and Wales No.04359977

		From	To	From	To	From	To
Monday	Open	8.30am	5.00pm
Tuesday	Open	8.30am	5.00pm
Wednesday	Open	8.30am	5.00pm
Thursday	Open	8.30am	5.00pm
Friday	Open	8.30am	5.00pm
Saturday	Open	8.30am	5.00pm
Sunday	Open	8.30am	5.00pm