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).
James Stratten DipPFS AIFP AFPC - Financial Planning Adviser james@wardwilliams.co.uk
James joined the Financial Services Industry in August 2000 having previously run his own successful business in an unrelated industry. He holds the Financial Planning Certificate (FPC) and has completed the Advanced Financial Planning Certificate (AFPC). He currently holds the following papers, G10 Taxation & Trusts, G20 Personal Financial Planning, G30 Business Financial Planning, the Savings and Investment Exam (SV1), the Mortgage Advice Qualification (MAQ) and Long Term Care (CF8). He has also recently passed the following exams: J04 Pension Funding Options, J05 Pension Income Options and AF3 Pension Planning.
He is a member of the Personal Finance Society and an Associate of the Institute of Financial Planning.
Having always been an Independent Adviser, his areas of expertise include Investments, Inheritance Tax (IHT) Planning, Retirement Planning and Protection.
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.