Background & Aims

Ward Williams Financial Services Ltd was originally established by Ward Williams Chartered Accountants (Ward Williams Ltd) as a separate company to provide Independent Financial Advice to its personal and business clients, as well as its professional connections. Ward Williams Financial Services Ltd is owned by the principals of Ward Williams Ltd and Ward Williams Financial Services Ltd.

Ward Williams Financial Services Ltd (WWFS) is authorised and regulated by the Financial Conduct Authority.

The team at WWFS believe that professional advice, when delivered in an active and constructive way, can add significant value to individuals and businesses and that there is a considerable hidden cost in not obtaining the best advice at an appropriate time.

We are highly proficient and experienced in understanding and creatively analysing a client's needs, identifying the most appropriate solutions and providing an ongoing, effective review service.

Just as important as advisory services are administration and management. For individual and corporate clients alike, WWFS has fully computerised systems enabling portfolios, policies and schemes to be recorded, accessed and analysed as required.

WWFS never handles client money. Policies and investments are always registered in the name of the client.

The team provides the full range of professional advice from straight-forward protection policies to complex retirement and Inheritance Tax planning solutions. Will instructions and advice on powers of attorney are also covered, enabling us to provide a full holistic approach to a client’s needs.

The Financial Conduct Authority does not regulate will writing and taxation and trust advice

All charges are fully disclosed, discussed and agreed prior to work being commissioned and many charging options are available, which enables clients to choose an option most suitable for them.

We aim to establish a partnership with our clients to assist in the creation and preservation of wealth and security and the ongoing service that we provide is key to delivering our side of the relationship. This two-way relationship enables us to ensure that the changing needs and aspirations of our clients can continue to be met as circumstances develop.
Our business areas can be split into:

However, since we deal with many SMEs there is often an overlap between the two. We see our ability to give joined-up advice to Directors of SMEs, both personally and as Directors, as a strength of our business model since our recommendations can be more effective and pertinent.