Our Team
Cliff Pocock CertPFS cliff@wardwilliams.co.uk
Director Financial Planning
Cliff has more than twenty years experience within the Financial Planning arena. His areas of expertise include Investments, Inheritance Tax Planning, Pensions and Protection. 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.
Cliff’s aim is to present solutions to clients that improve their position in a friendly and positive manner.
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The Financial Services Authority does not regulate Will writing and taxation and trust advice. |
Nic Abarno CertPFS nic@wardwilliams.co.uk
Financial Planning Adviser
Nic has been an adviser since 1996, and his areas of expertise include retirement planning, tax planning, and investments. Nic has held a number of senior positions and brings a wealth of experience to the team at Ward Williams.
Whatever your circumstances, Nic will be delighted to assist and prides himself in ensuring that he helps his clients to achieve their financial goals.
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The Financial Services Authority does not regulate taxation advice. |
Wayne Bass CeMAP wayne@wardwilliams.co.uk
Mortgage Adviser
Wayne joined the team in 2008 and his areas of expertise are all mortgage related. In this time he has been providing fully independent mortgage advice and information to staff and clients. Before joining Ward Williams Financial Services Ltd Wayne was an independent adviser working from his office in Ripley, Surrey.
Wayne believes in giving all clients a matchless service from first contact to the completion of the mortgage lending. He can see you right the way through the process of buying your first home to finding the best re-mortgage - he will even chase your solicitors to make an often difficult process as stress-free as possible.
The full services provided by Wayne are outlined on the dedicated mortgage page.
Your home may be repossessed if you do not keep up repayments on your mortgage.
Steve Conlon steve@wardwilliams.co.uk
Trainee Financial Planning Adviser
Steve started as a Trainee Financial Planning Adviser with Ward Williams Financial Services in October 2008. He is currently studying for the Certificate in Financial Planning and is a key member of the team.
Further to his administrative and marketing duties, Steve often observes client meetings to help build his understanding and experience in the advisory role. Steve can often be the point of contact for clients and is always willing to help and assist.
Clare Kingdon CertPFS clarek@wardwilliams.co.uk
Operations Director
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 and is a fully qualified adviser. Clare’s aim is to ensure that the administrative issues of all clients are dealt with smoothly and efficiently.
Helen Gunnett hgunnett@wardwilliams.co.uk
Senior Administrator
Helen is currently enjoying some time on maternity leave with her son, William
Hannah Peyton hannah@wardwilliams.co.uk
Senior Administrator
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.
Telephone: 01932 830664
Email: wwfs@wardwilliams.co.uk
