Wealth Management

We are offer a professional and high quality holistic Financial Planning service for individuals that is tightly integrated with the 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.

Ward Williams Financial Services Limited highly qualified advisers have expertise in providing Independent Financial Planning advice on all financial matters including

• Investments
• Retirement planning
• Protection
• Inheritance Tax planning
• Mortgages
• Wills (Wills are not regulated by the Financial Conduct Authority).

Specialists

Malcolm McKinnell
Co-Founder and Partner
malcolm.mckinnell@wardwilliams.co.uk