Andrew M Williams
Chartered Financial Planner, BSc (Hons), Certs CII(MP & ER), CeMap, APFS
My goal is very simple, it is to assist an individual or business in achieving their objectives both now and in the future. I aim to achieve this by providing best advice on high quality products that meet their needs both short and long term.
About
I have worked in the Financial Services industry for over 20 years and in that time have built up an array of skills, knowledge and experience. I have always put clients at the heart of everything I do. I worked as a highly effective Financial Planner for Barclays Financial Planning in South Wales before accepting the invitation in 2011 to set up my own Wealth Management Practice as a Senior Partner Practice of the prestigious St. James's Place.
In recent years my Practice has grown, and I am very proud to have increased both our financial advice and administration team to ensure we can provide a high level of service to our clients.
As a Practice we focus upon maintaining a long-term, trusted relationship with clients, showing distinct quality, integrity and excellence.
Because of our strong client focus, we build our business solely through introductions, both from existing private clients and from professional relationships. Our clients are keen to recommend us to their friends, family and colleagues so that they too may benefit from the sound professional advice they have themselves received.
I specialise in offering expert financial advice in a wide range of important areas including Investment Planning, Inheritance Tax Planning, Retirement strategies and Protection for both private and corporate clients. I am proud to have achieved the prestigious industry status of Chartered Financial Adviser.
About AMW Wealth
AMW Wealth is a Senior Partner Practice of the prestigious St. James's Place, and we have always put clients at the heart of everything we do. Over the years we have maintained a long-term, trusted relationship with clients by providing honourable and professional financial advice. We offer clients a high level of service tailored to each individual’s needs, that is rarely seen in today’s financial market place. The level of satisfaction may be judged by the fact that most new clients come to us as a result of personal recommendation from existing clients.
We believe that being a Senior Partner Practice of St. James's Place, provides us with the ability to offer an enhanced level of advice whilst providing access to some of the best fund managers in the world. The all-encompassing range of services, coupled with a huge network, allows all of our attention to be focused on providing the best possible advice and ongoing service to our clients.
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Promotions
Item 1 of 4
We have many years of experience in wealth management and we are dedicated to your financial well-being.
My team are dedicated to your financial well-being.Danielle Galloway
Office Administrator
Rachel Stevenson
Practice Manager
Advice & Services
We offer an excellent wealth management service which will help you achieve your goals
More about St. James's Place
We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.
St. James's Place Guarantee
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 09/01/2023
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.
AMW Wealth is a trading name of Andrew M Williams Wealth Management Ltd. Andrew M Williams Wealth Management Ltd is registered in England and Wales, Number 08073936. Registered Office: 42 Aber Llwchwr, Llangennech, Llanelli, Carmarthenshire, SA14 8AH.
