Williams Wealth Consultancy Ltd Reviews 42

TrustScore 5 out of 5

4.8

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Rated 5 out of 5 stars

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 weal... See more

Rated 5 out of 5 stars

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... See more

Rated 5 out of 5 stars

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 thing... See more

Rated 5 out of 5 stars

What do you want from a Wealth Management company? Intelligent information provided in a timely manner? People who are "real", who understand the anxieties and fears when dealing with your money and y... See more

Company details

  1. Financial advisor
  2. Financial Planner
  3. Fund management company
  4. Investment service

Written by the company

We provide financial planning services from our head office based in Lincoln. We are committed to building and sustaining long-term relationships based on trust, superior service and the quality of our initial and ongoing advice. We believe that financial services is very much a people business, our aim is to break down the complexities of financial matters to provide clients with highly effective and clear solutions to their financial needs.We offer a wide range of financial advice. Our head office is based in Lincoln however, we travel across the UK. Our financial advisers cover all areas of wealth management including retirement planning, investment planning, inheritance planning, intergenerational wealth management, protection or later life planning. More details are available on our website.


Contact info

4.8

Excellent

TrustScore 5 out of 5

42 reviews

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Rated 5 out of 5 stars

Pleasant experience and highly recommend

I have recently taken out a private pension with williams wealth consultancy and cannot recommend Carol and Megan enough. They explained the whole process and helped me immensely when I had trouble filling out my forms. They made my experience so pleasant and are very informative

27 October 2021
Unprompted review
Rated 5 out of 5 stars

Review from one of Carol Rushworth's happy clients ....

In addition to a regular streamlined telephone assessment of my investments with Carol, we also recently shared a face-to-face meeting to focus on further investment planning. Carol is not only very knowledgeable about financial matters but is an articulate communicator with good listening skills, which makes it easy for her to explain details clearly and in a friendly and supportive manner. Her professional competence, positive attitude and judicious sense of humour makes me feel in safe control of my finances, which is a great stress reliever. Well done, Williams Wealth Consultancy.

26 October 2021
Unprompted review
Rated 5 out of 5 stars

PROFESSIONAL, KNOWLEDGEABLE & CONSISTENTLY HIGH SERVICE LEVEL

We can not recommend Dean and his team enough. They made the whole experience of bringing unproductive pension pots together a straightforward experience. My fund is now well managed with a good return.
His team are excellent and communicate regularly. Fixing any query in an intelligent and personable manner. There are regular reviews with simple explanations with short, medium and long term goals in mind. I feel my money is in safe competent hands.

14 October 2021
Unprompted review
Rated 5 out of 5 stars

Peace of mind

Dean Williams and his team provide an excellent, professional and personal service. With regular updates, advice, and easily contactable, I feel confident they are working for me. I have peace of mind they are looking after my best interests.

2 October 2021
Unprompted review
Rated 5 out of 5 stars

Excellent

First class service with very friendly and always extremely professional well balanced advice given to all our financial affairs.

14 September 2021
Unprompted review
Rated 5 out of 5 stars

No problems with WWC so far

No problems with WWC so far. Service excellent with regular updates on our financial situation. Advice is clearly given with alternative options well explained.
And our savings seem to be growing steadily - which is what it's all about, isn't it?

13 September 2021
Unprompted review
Rated 5 out of 5 stars

Williams Wealth .....my experience

I have found Williams Wealth to offer a friendly, personal, but highly professional service. From the very start I was treated as an individual with my interests paramount. I have investments with a number of companies but find the service and most importantly the returns via Williams Wealth to exceed the others.

13 September 2021
Unprompted review
Rated 5 out of 5 stars

Excellent service highly recommended....

Excellent service provided by very knowledgeable and attentive advisors for all your financial planning needs.
My wife and I have used the services of Williams Wealth Consultancy for a number of years now for our pension and retirement planning needs and have always received accurate quality advice which has seen our pensions perform well. Regular updates, reviews and a proactive approach has ensured that we remain on target for our retirement plan despite challenging market conditions.
In more recent times, I've also received excellent mortgage and related property financial advise as a partner in a property business.
Excellent service and definitely highly recommended.

10 September 2021
Unprompted review
Rated 5 out of 5 stars

I have known Dean Williams for quite a…

I have known Dean Williams for quite a few years and having recently lost my husband, Dean has provided me with exceptional and professional support in dealing with my financial affairs and works with me on a regular basis to discuss my future requirements which at times have been quite complexed.
I totally trust Dean and his team and I have every confidence that my finances are being dealt with in the best possible way for myself, my children and also my Grandchildren.

10 September 2021
Unprompted review
Rated 5 out of 5 stars

Excellent assistance with detailed investment knowledge

What do you want from a Wealth Management company? Intelligent information provided in a timely manner? People who are "real", who understand the anxieties and fears when dealing with your money and your future plans, who are polite and professional and caring? This is Dean and his team at Williams Wealth Consultancy. No "smooze", no nonsense, no constant phone calls trying to get you to invest in this or that, just a professional approach to investments and managements. A great experience, many thanks to Dean and his professional team.

10 September 2021
Unprompted review

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