Ward Williams Financial Services Ltd - 15th Anniversary

Today is the launch of the Ward Williams Financial Services Ltd 15th Anniversary celebrations!! We will be sending a gift to all of our clients with a card, adopting 10 hedgehogs, providing Knowledge Slots for our staff, a new 15th Anniversary logo, 15th Anniversary stickers, marking the achievement with updates on our Website, Twitter and LinkedIn, cakes, and maybe the opportunity for a few drinks.

15 years is a long time in the world of Financial Services, and it has been an interesting journey.

From a standing start in 2003, we now look after approximately £90M of client assets, and have made a major contribution to the profitability of the Ward Williams Group. This has been achieved with a top team of 7 staff - when the company started it was just me on a part time basis, supported by one of the ladies from payroll.

The 15 years have seen the financial crisis, impressive stock market gains, historically low interest rates, and huge regulatory changes. A big thank you to all those who have introduced clients, friends, and have utilised our services themselves. We are very grateful for our clients’ support, and they have been a major factor in our success.

We have also been able to support a number of Charites, financially and through practical help, and give a number of young people a start on the career ladder by offering work experience with the opportunity to obtain workplace skills.

On a personal note, I have thoroughly enjoyed the last 15 years, have made good friends, and consider myself very fortunate to have had the support of an excellent team.

Let the celebrations begin!

Cliff Pocock Dip PFS
Director Financial Planning

About the author

Cliff, Director of Ward Williams Financial Services Ltd, has nearly 30 years experience in the Financial Services Industry with a variety of institutions including a major Private bank. He established WWFS in 2003 and is qualified to Diploma level. Cliff has advised numerous clients on all aspects of Financial Planning including Wills and Estate Planning.  He has a deep understanding of the need to plan wisely in this ever-changing world. His interest and enjoyment, however, still comes from meeting with clients and helping them put the financial side of their lives in better order. Cliff has lived in the Weybridge area for over 25 years and is married with two grown-up children. A keen sportsman, he loves playing cricket, hockey and golf – but these days probably spends more time spectating!