Grace Williams
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Grace Williams

I am a Partner of St. James's Place, specialising in bespoke financial advice across mortgages, investment, pension and protection planning – with a strong track record of delivering outstanding outcomes for clients from all backgrounds.

Your home may be repossessed if you do not keep up repayments on your mortgage.

The value of your investment can go down as well as up. You could get back less than you invested.

About

With over a decade of experience in financial services, I have developed a reputation for providing personalised, ethical and results-drive advice. My career has taken me through leading institutions such as Santander, Lloyds Banking Group, Bank of Ireland, and NatWest – where I consistently delivered exceptional client outcomes across mortgages, investment, pension and protection planning.

Now as a Partner of St. James's Place, I provide tailored advice and long-term financial planning to support clients in four key areas: securing the right mortgage, building and managing investments, preparing for retirement, and protecting what matters most. I work with individuals and families, offering advice that is clear, strategic, and aligned with personal goals.

I hold an MSc in Management Information Systems and a BSc in Computer Science, alongside industry qualifications including DipPFS, CeMAP, and CeRER. I am currently pursuing the Level 6 Chartered qualification to further enhance the value I offer to my clients.

My mission is simple: to build trust, deliver real value, and help you take confident steps towards a secure financial future.

Your home may be repossessed if you do not keep up repayments on your mortgage.

The value of your investment can go down as well as up. You could get back less than you invested.

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Advice and services

We offer an excellent wealth management service which will help you achieve your goals

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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 29/05/2025

The Partner 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.