Our Team
Cliff Pocock CertPFS - Director Financial Planning cliff@wardwilliams.co.uk
Cliff has more than twenty years experience within the Financial Planning arena. His areas of expertise include Investments, Inheritance Tax Planning, Retirement Planning, Protection, Mortgages and Long Term Care. He has spent a number of years dealing specifically with high net worth clients, and was a Senior Independent Financial Adviser at a large Private Bank.
He currently holds the Financial Planning Certificate (FPC), Mortgage Advice Qualification (MAQ), the Savings and Investments Exam (SV1), Lifetime Mortgage Activities (CF7), Pension Simplification (CF9) and Long Term Care (CF8).
Clare Kingdon CertPFS - Trainee Financial Planning Adviser clarek@wardwilliams.co.uk
Clare has been an integral part of the financial services team over the past few years. Clare has a number of years experience within financial services, mostly as a senior corporate bank manager. Clare is now fully qualified as an adviser and will be expanding her administration duties to include advice.
Helen Gunnett - Administrator hgunnett@wardwilliams.co.uk
Helen heads up our administration team. Previously she has worked in a number of different industries and is now studying for a professional financial services qualification.
Hannah Peyton - Administrator hannah@wardwilliams.co.uk
Hannah is a key provider of administrative support to the team, ensuring that all of our processes run smoothly and efficiently. She is a vital member of the team and helps ensure that our clients receive a high level of service.