Williams Wealth Consultancy Ltd Reviews 42

I have had the pleasure of working with Williams wealth for a number of years. Finding professionals in the finance industry who put their clients first, I have found can be challenging. Williams wealth prioritise their clients and their needs. They offer a warm and personal approach and truly care. I am lucky to have been able to work closely with them and have recieved some great advice and recommendations. I have referred several of my family and friends without hesitation, knowing they will be looked after and given the best advice for their personal circumstances. Thank you to Dean and his team for all the invaluable work you do!

Megan was absolutely superb at explaining everything about my pension, she went into detail and produced forecasts that were easy to read and understand.
I can highly recommend Megan and the team for all your financial needs and queries

We have always had excellent, friendly and reliable financial advice from Williams Wealth Consultancy. They take your personal circumstances into consideration when making recommendations and don't try to force financial products on you.

Sarah has been managing our finances now for around 5 years and the growth on our investments have been amazing. We highly recommend ⭐️⭐️⭐️⭐️⭐️

Excellent service received from Sarah, Ellie and Megan dealing with pre-budget planning in a timely, efficient and friendly manner. Thank you.

excellent commuinication and a pleasure to deal with.

Excellent communication from those involved everything was explained to me when questions asked and the funds due to me were transferred into my bank sooner than I expected
Many thanks again

I have been with Williams wealth consultancy for a number of years. I have always had honest first class service with only my interests considered. The impartial advice has resulted in good choices exceeding my initial expectations. I recommend wholeheartedly this customer focused company. Thank You.

Having been with Williams wealth now for over 9 years, I can, with some experience, say that their integrity and professionalism is second to nonne. The returns both I and my wife have achieved on both of our private pensions schemes have surpassed our expectations and we have been kept fully informed of marked changes, both good and bad, at every turn. Always happy to explain current situations and future expectations, realistically and honestly. I would enthusiastically recommend them and in particular our appointed advisor Carol Rushworh, who continually goes above and beyond, to ensure our investments are managed to a standard well above above all expectations.

I've known Meg a long time and she's always been meticulous with detail and has a passion for helping people!

As a business owner, but novice investor Meg's shown me the ropes and has opened my eyes to the world of future planning, investing and protection!

Ryan and Molly were very helpful and professional in dealing with my request I am secure in the knowledge that they have my best interests in mind

I would highly recommend this company.
Been with them for more then seven years, could be more.
My current advisor Carol,listens and advises, explains in detail, but in plain English.
This being my main pension, I am happy to continue for years to come.
Any concerns from reading social media comment, ask for a chat, there is always two sides, your be pleasantly surprise with the result.

I have been a client of Deans for over 14 years and have complete trust in the advice he gives me. I always feel I am getting very personal service and he feels like an old friend. He explains things in a simple and understandable way and has given me many tips on investments over the years. The staff in the office are also very professional and I have no hesitation in recommending WWC

The team are amazing professional but personal. Our family have been clients for over 20 years. Genuine advice with our best interest always centre of attention never hard selling. We truly feel like family and look forward to 20 years and beyond with Williams Wealth Consultants

Thank you for your help, I'll be returning the forms back to you, I'm not sure if that's okay.

We met with Sarah, our financial advisor, on 22 March 2022 by way of a Zoom meeting. Sarah was very clear in her explanation relating to the current status of our investments and was very knowledgeable and helpful in her answers to any of our queries. All in all the meeting was a very pleasant experience, made so by Sarah's friendly and professional manner.

We are new clients of Williams Wealth Consultancy and are very happy with our advisor. Our advisor communicates with us effectively and efficiently. Documents have been dealt with immediately which is very reassuring in these uncertain times.

We have been using WWC for some time and wouldn't dream of using anyone else, the advice is always sound and relevant and delivered in a way which we understand.

Absolutely no hesitation recommending Dean and his brilliant team :)

We have been involved with Dean and his staff for seven years and during this time have been impressed with the level of courtesy and efficiency from everyone. Our portfolio has performed very well and has, in fact, exceeded expectations