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Offering clear, professional, personalised solutions to all elements of financial planning since 2003. Read more here
Ward Williams Financial Services Ltd are proud corporate supporters of Surrey Wildlife Trust. Please read more here.
Ward Williams Financial Services Ltd are proud to have sponsored the Lymphoma Association in 2017. Please read more here
Cliff Pocock, Director Financial Planning.
The road to meeting your Financial Planning needs, starts with an initial meeting which is at our cost. Our review meetings will take place at least annually and we will review the Financial Planning strategy and discuss future plans.
We are independent and holistic in our approach and our Financial Planning Report which we will produce for you reflects these values.
We analyse the information that we have from you, and are careful to take into account your attitude to risk and capacity for loss when designing a financial strategy that meets your needs.
A professional high quality corporate service that is fully integrated with the Accountancy Practice.
Tax efficient investments ahead of the tax year end
With the end of the tax year looming there is still time to save tax for 2018/19. Make full use of your ISA allowance - ISAs can offer a useful tax free way to save, whether this is for your children's future, a first home or another purpose. Indi ...
Pensions auto enrolment contributions to rise
Minimum pension contributions are set to increase from 6 April 2019: Duration Employer minimum Total minimum contribution Current contributions 2% 5% 6 April 2019 onwards 3% 8% The Pe ...
"Cliff and Guy provide an excellent service, tailored to my needs. They are pro-active where necessary. I feel my best interests are their focus".Tim, 30th January 2018
"You won't find a more affable, enlightened or fair advisor than Mr Pocock".Doug, 23rd January 2018
"Always responsive and works with integrity and friendly approach. Trustworthy".Arthur, 24th January 2018
"Guy was very helpful and explained each process clearly and in a way that I could understand it".Linda, 23rd January 2018
"I would have no hesitation in recommending your services".Barrington, 23rd January 2018
"Cliff's support and advice means that I can concentrate on my life and interests without worry. He and his support staff always answer my queries between meetings with alacrity and the human touch. I have no hesitation in recommending both Cliff and the rest of the staff at Ward Williams".Lowell, 13th July 2017
"I have had excellent advice for 17 years plus in all matters of Finance and investments also in matters concerning retirement and general advice concerning money. Cliff has always worked to find the best results to my questions and requirements. As a single parent with two daughters it has been a great comfort to work with Cliff, and I am now enjoying a comfortable retirement".Don 11th July 2017
"Have had an excellent service over quite a few years 10 plus "Dennis, 5th July 2017
"Guy Campbell was excellent "Arif, 5th July 2017
"I have every confidence in the service and advice provided by the Ward Williams team in respect of financial planning. Their patience and willingness to explain things in "layman's terms" is much appreciated".
"Mr Pocock, a big thank you to yourself and Guy Campbell for the comprehensive financial plan you have both kindly prepared for me. The figures certainly made interesting reading. I appreciate all your efforts and I feel more at ease on future financial matters".
"Knowledgeable and informative advice. Trustworthy and competent. Very friendly and likeable staff. Completely satisfied"Michelle, Airboe Components Limited
Should you have cause to complain, and you are not satisfied with our response to your complaint you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service
Exchange Tower, London, E14 9SR
Tel: 0800 023 4567 or 0300 123 9 123