THE STEVE WILLIAMS PRACTICE - Key Persons


Amanda Roberts

Job Titles:
  • Business Development Manager
20 years experience in the banking sector including advising clients on all aspects of financial planning. Specialist in creating and maintaining excellent client relationships and delivering outstanding customer service. Fluent Welsh speaker.

Anne Louise Morgans

Job Titles:
  • Senior Financial Planning Consultant

Debbie Martin

Job Titles:
  • Administrator
Has been associated with the Practice for over 30 years and joined as an Administrator in 2020. responsible for day to day administration.

Kay Hunt

Job Titles:
  • Practice Manager / Protection Consultant
Started as a Financial Adviser with Allied Dunbar in 1987. Switched to managing ‘The Steve Williams Practice' in 1989. Responsible for client management, mortgage processing and computer support within the Practice.

Lloyd Williams

Job Titles:
  • Financial Adviser
  • CeMAP, DipRBCB, DipFA, Financial Adviser
Worked in the Financial Services Industry since 2012. Prior to joining The Steve Williams Practice Ltd he worked for a local Building Society, achieving the post of Branch Manager specialising in bespoke mortgages

Louise Haigh

Job Titles:
  • Transport Secretary

Lyndon Staples

Job Titles:
  • Financial Adviser
Joined Financial Service Industry in 1981. Later becoming a manager at Allied Dunbar, Guardian Royal Exchange and Royal Life. Specialising in the mortgage and family protection market, with special emphasis on self-builds.

Nick Read

Job Titles:
  • Post Office Chief Executive

Steve Williams DipFA

Joined financial services industry in 1985. Established his own business in 1986. Fully qualified financial adviser and member of the Personal Finance Society. Licensed for Pensions, Investments, Annuities, Protection, Mortgages and General Insurance. Welsh Speaking