Expertise
- Investment
- Inheritance Tax Planning
- Income Protection
- Pensions on Divorce
- Pension Transfers
- Wealth Management
- Pensions
- investment planning
- family protection
- ISA's
Summary
*Free no obligation consultations. We proud ourselves on our client focused approach.
Hi, my name is Gary Owens and I am a fully qualified Financial Adviser/ Wealth Manager authorised and regulated by the FCA.
I am part of a team of Financial Advisers working for Williams & Associates. We are a Partner Practice of St. James’s Place, who are a FTSE 100 company.
Helping successful Business Owners make their money work, by:
· Reduce your Corporation Tax
· Diversify your Investments
· Plan your Business Pension
We also help individuals make sense of their Pension, Retirement Planning and Investment needs, by:
· Transferring Pension Pots together to help achieve Retirement/ Investment goals
· Regular reviews of your Pensions and Investments
· Expert advice throughout the lifetime of your Pension/ Investments
· Clear planning. Clear objectives. Clear goals
Williams & Associates Financial Advisers 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).