Financial Services
Ward Williams Financial Services Ltd was established in 2003 by Ward Williams Limited as a separate company to provide Independent Financial Advice to its personal and business clients, as well as its professional connections.
Ward Williams Financial Services Ltd offers a professional and high quality service that is tightly integrated with Ward Williams Ltd excellent tax, strategic and business planning services for both individuals and businesses. Its independence and its thorough understanding of a client's goals, ensures a comprehensive appraisal and enables its services to be pro-active.
In an ever more complex financial services market, the Company employs personnel who have expertise in specific key areas - Investments and Financial Planning; Pensions and Employee Benefits; Business and Property Finance.
The Company's advisers are highly proficient and experienced in understanding and creatively analysing clients' needs, identifying the most appropriate solutions and providing an ongoing effective review service.
Just as important as advisory services are administration and management. For individual and corporate clients alike, the Company has fully computerised systems enabling portfolios, policies, schemes and loans to be recorded, accessed and analysed as required.
Ward Williams Financial Services Ltd is authorised and regulated by the Financial Services Authority. The company never handles client money, and policies and investments are always registered in the name of the client.