Expertise

  • Investment
  • Inheritance Tax Planning
  • Income Protection
  • Pensions on Divorce
  • Pension Transfers
  • Wealth Management
  • Pensions
  • investment planning
  • family protection
  • ISA's

Summary

*Free no obligation consultations. We proud ourselves on our client focused approach.

 

Hi, my name is Gary Owens and I am a fully qualified Financial Adviser/ Wealth Manager authorised and regulated by the FCA.

 

I am part of a team of Financial Advisers working for Williams & Associates. We are a Partner Practice of St. James’s Place, who are a FTSE 100 company.

 

Helping successful Business Owners make their money work, by:

 

·       Reduce your Corporation Tax

·       Diversify your Investments

·       Plan your Business Pension

 

We also help individuals make sense of their Pension, Retirement Planning and Investment needs, by:

 

·       Transferring Pension Pots together to help achieve Retirement/ Investment goals

·       Regular reviews of your Pensions and Investments

·       Expert advice throughout the lifetime of your Pension/ Investments

·       Clear planning. Clear objectives. Clear goals

 

Williams & Associates Financial Advisers 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).

Email Williams & Associates Financial Advisers - Partner Practice of St. James's Place

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