Phil Williams
MSc Financial Services
Using 29 years of financial services experience to help clients and friends with their finances.
About
Financial wellbeing for all is not an aspiration - it is an achievable objective, and one I am committed to advancing. This is delivered through structured financial education in schools, practical financial wellbeing workshops within the workplace, and regulated, one-to-one advice provided by qualified professional advisers. By broadening access to high-quality financial guidance across the UK, we can significantly reduce money-related stress and empower individuals to take informed control of their financial futures with confidence and clarity.
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
Addresses
The Partner Practice 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 www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
