THE STEVE WILLIAMS PRACTICE - Key Persons
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.
Job Titles:
- Senior Financial Planning Consultant
Has been associated with the Practice for over 30 years and joined as an Administrator in 2020. responsible for day to day administration.
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.
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
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.
Job Titles:
- Post Office Chief Executive
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