Matt Williams
ACSI
Having started in the industry in 2013 I quickly realised that being able to help people achieve their financial goals was extremely rewarding. My focus has always been to provide the best client experience and make the process as stress-free as possible. Having qualified as a financial planner, I look forward to helping my clients achieve their long term financial goals and ambitions.
Outside of work I enjoy spending time with my wife and 3 children, as well as spending some time on the golf course.
Specialisms:
About
We are passionate about delivering a first class service, irrespective of the enquiry, by providing you with plenty of our time and energy to help with the process of arranging financial services, particularly during periods of your life and in situations that can often be emotive. We balance professional advice with a friendly approach.
We ensure that our clients are provided with the attention that they need to make important decisions from a dedicated team of specialists, whether it is buying your first home, arranging suitable family protection, planning for retirement or estate planning, we are here to help do the hard work for you.
Addresses
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
