johnwilliams

John Williams

DipPFS
My philosophy focuses upon maintaining a long-term, trusted relationship with clients, showing distinct quality, integrity and excellence, which in turn gives both private and business clients financial peace of mind.

About

I aim to be your trusted partner in creating clear financial solutions. The level of satisfaction may be judged by the fact that many new clients come to me as a result of personal recommendation by existing clients.

In addition to the experience and expertise provided by members of the St. James's Place Partnership, products and services from other providers have been carefully selected to complement and enhance the range of St. James's Place products on offer. I believe the providers represent the ‘best of breed’ in their respective categories and are capable of delivering the high standards you would expect.

After a successful career in retail management with a blue chip, multi national, well-known high street brand, managing several of their largest stores in the UK, John decided on a career change. In 1999, after researching the opportunities, he took the conscious decision to join Friends Provident. After a steep learning curve and obtaining the necessary qualifications and passing some of the exams with distinction, John was able to specialise in the area of Inheritance Tax Planning, Investment Management and Estate Planning. He was also able to build during this time a foundation of successful business people as his clients who he believes have contributed greatly to his success.

Over the next few years John’s reputation grew as a customer focused consultant, providing professional advice to clients including several solicitors’ partnerships, accountants and many managing directors.

John was delighted when he was invited to join St. James's Place as he felt that the distinctive qualities would enhance his clients’ financial needs.

John believes in taking an holistic approach to financial planning, as it is crucial that any steps taken in one direction do not impact in another and materially disadvantage his clients. This is especially important in the area of Inheritance Tax Planning. John also believes that financial planning should be seen as a foundation out of which comes success and peace of mind for the future.

Promotions

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Advice & Services

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

Mortgages and specialist banking
Finding the right mortgage for you can be a minefield. So we offer practical, clear advice on mortgages, loans, and financing, plus access to specialist banking services.

Testimonials

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Since I have known John Williams I have found him to be trustworthy and reliable. Having made the initial review of my whole portfolio, advice has now been provided in a clear, constructive way ever since, which has helped me make the most appropriate decisions. I would certainly recommend him ...

P.J. Matthews - Guildford

News & Insights

Visit Insights to read articles and news to help you make informed decisions about your wealth

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.

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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 20/02/2023

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.