Williams Wealth Consultancy Ltd - Lincoln

Stuart W.

We can’t recommend Sarah Rose highly enough. She has given us years of excellent service and has made sound recommendations which has resulted in returns that we are very happy with. Her regular reviews of our finances has guided us to take the best investment opportunities available, and her expertise has been vital in helping us to make complex financial decisions. Sarah is always happy to discuss the options available and nothing is too much trouble.

Linda J.

I was recommended to Williams Wealth for advice regarding an investment and was contacted by Ryan Shaw. He was great! The initial call was to gather some information regarding my needs and the best vessel to invest in. He was very professional, knowledgeable and respectful and not at all intrusive. We arranged a face to face appointment and discussed options. I felt able to ask as many questions as necessary and he answered them all, nothing was too much trouble. The office has a friendly, welcoming vibe, an almost family atmosphere which immediately makes you feel relaxed. My investment is safe in their hands.

Ruth G.

Following recommendations, I decided to use Ryan Shaw at Williams Wealth to help in planning for my future retirement. I had various work pensions and from the first visit, Ryan couldn’t have been more welcoming, whilst remaining efficient and super-professional. Everything was explained very clearly, Ryan took the time to make sure I understood every step of the process, and he was always more than happy to answer my questions. He explained at length the various options, the potential outcomes, as well as balancing any risks. I couldn’t be happier with the service I received and the support provided throughout this process from Ryan.

I am secure in the knowledge that the investment decisions made with Ryan's help have been well-informed and based on the very best knowledge and experience in this sector. A huge thank you Ryan and highly recommended.

Susan B.

My husband and I have been with St James’ Place since about 2005 and with Williams Wealth Consultancy for about 5 years. We are very happy with how our investments have been handled, even through some very difficult financial situations. Currently, our advisor is Sarah Rose. She is always approachable, responding to emails quickly. She is ready to give excellent advice about the many different financial situations facing us. Our meetings with her are always informative and she answers any questions clearly so that we have a full picture of our financial position. We cannot highly recommend Sarah highly enough.

Mark R.

Having worked in the Banking industry for 32 years I had the opportunity to change direction in my 50's.
Williams Wealth were there for me to advise very professionally the options with my pension.....which was a very important decision for my future spending power.
Regularly updated with reviews and fund performance. I cannot be happier...thank you.
Fully endorse and highly recommend this Company for planning key financial goals.

Claire H.

I was recently recommended to St James Place for an investment I had. They are so efficient, professional and very friendly service. Everything was explained clearly, my Advisor- Mrs. Sarah Rose, was so good at explaining the For’s and Against of the investment. I never felt any pressure in committing to the investment. Unfortunately, my circumstances changed during the cooling off period the staff at the office and my advisor where just outstanding they dealt with everything for me. I can’t recommend them highly enough.

Katrina M.

I cannot recommend Dean and his team enough. I am a first time investor and am really happy in the knowledge they have my best interests in mind. They have provided clear, concise, realistic information enabling me to make the right decisions. Their professionalism is second to none.

TBC

A great service, from nice, friendly, people who make you feel at ease when dealing with finances. Special thanks to Kieron for helping sort a tricky mortgage and to Megan for consolidating my pension. Many thanks, Sean from Spec & Fix Locking Solutions