Wealth Management

We offer a professional and high quality service for individuals that is integrated with the excellent tax, strategic and business planning services provided by the team at Ward Williams.

We appreciate that no two clients are the same and our thorough understanding of the individual objectives of our clients ensures that we can complete a comprehensive appraisal of their affairs that enables our advice to be tailored to meet their needs and aspirations.

Our highly qualified staff have expertise in providing wealth management advice in the following areas:

• Retirement planning;
• Protection;
• Inheritance Tax planning;
• Wills;
• Trusts;

To find out more about the above services, please get in touch with your usual contact at Ward Williams who will be delighted to assist.


Malcolm McKinnell
Co-Founder and Partner
Dipesh Parmar
Tax and Estate Planning Director