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Williams Wealth Consultancy Ltd

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Williams Wealth Consultancy Ltd

Helping you make confident decisions about your financial future 🌳

28/10/2026

The Budget is here, what does it mean for you❔

Following today’s Budget announcement at 12:30pm, we’re hosting a Post-Budget Briefing webinar next Tuesday evening to break down the key announcements, explore the changes and discuss what they could mean for your finances and future plans.

We know that Budget announcements can sometimes feel overwhelming, so we’re here to help make sense of the headlines and highlight the things that matter most to you.

📅 When: Tuesday 3rd November – 6:00pm
💻 Where: Online via Zoom – Link below!

Whether you’re looking to understand the wider implications or simply want to stay informed, we’d love for you to join us!

🔗 The Zoom link is included with this post. But if you’d like any further details, please send us a message and we’ll be happy to share them.

We look forward to seeing you there!

https://us06web.zoom.us/webinar/register/WN_kebgdOboQrmg2W7kbPO9Bg

26/10/2026

A new chapter for Williams Wealth Consultancy ✨

Today marks an important milestone for the business

Following FCA approval, we are now appointed representatives of Soderberg & Partners Financial Planning Limited

The decision to make this move was driven by one thing: the belief that we could do more for our clients. We needed the infrastructure, investment expertise and innovation to support that ambition, offering a competitive charging structure and access to the investment expertise and performance, without compromising the standards and relationships that have built this business over the last 15 years.

The platform has changed, but our standards have not.

Our focus remains firmly on our clients, the relationships we have built with them and the quality of service we provide.

Over the coming weeks, we’ll be reconnecting with clients, introducing our new proposition and getting back to what we do best; helping people make informed financial decisions and build plans around what matters to them.

A sincere thank you to everyone who has supported us throughout this process. Change of this scale takes time, patience and a great deal of work behind the scenes, and the encouragement we’ve received has meant a great deal to the whole team.

We’re ready for what comes next!

And we’re looking forward to welcoming both existing and new clients to the next chapter of Williams Wealth Consultancy 👏

29/09/2026

Our lovely Kelly is back, rested and ready to share a little bit of her incredible CoppaTrek adventure with CoppaFeel this month! 💓

Kelly joined 114 Trekking Superstars who collectively raised a huge £774,675 for CoppaFeel, what a fantastic effort by all!

We asked Kelly about her experience…

Trip highlight:
‘’The people, it’s hard to put into words just how special the people I met were. The support, laughter, tears and love were unmatched, and I’ve definitely come home with 30 new family members!’’

The toughest part:
For Kelly, it wasn’t the trekking itself, but the emotional side of the challenge. Taking part in memory of her mum meant being surrounded by people whose lives had also been touched by breast cancer which brought up some difficult memories.

‘’But it also gave me the space to reflect on my mum, honour her memory and remember exactly why I wanted to take on this challenge in the first place. Knowing we wee raising money and awareness for such an important cause helped turn that sadness into purpose.’’

Biggest lesson:
EVERYONE will eventually have to embrace a wild wee, no matter how dignified they thought they were!! 🤣🤭

Would you do it again?
‘’Absolutely, in a heartbeat!!’’

It sounds like Kelly’s first Coppafeel challenge certainly won’t be her last! 🥾

A huge well done Kelly! We’re immensely proud of you and everything you have achieved, and we’re so grateful to all of those who have supported you along the way! 👏🏼💖

11/09/2026

The post you’ve all been waiting for…

WE WON! 🤩🏆

Last night was the Lincolnshire Marketing Awards and, after being shortlisted for three nominations, we came away with a win for the Customer Growth Award! 🎉

A truly special award for us, because client experience is what we pride ourselves on most.

We WANT to be the business that clients are happy and eager to shout about, to recommend, and to see a post online and instantly know it’s from us because of our consistent voice and personality.

It’s not just about growing a client base, it’s about retaining it, nurturing those relationships and continuing to give our clients a reason to stay.

And that’s something the whole team plays a part in. From our Advisers meeting and guiding clients, to the team behind the scenes supporting enquiries and keeping everything running smoothly, to marketing making sure client milestones are celebrated, our team wins are shared and our voice remains consistent..

This award belongs to all of us ❤️

Thank you for a fabulous evening Tom Stansfield, and congratulations to all of the other winners and shortlisted businesses. It was brilliant to be in a room with such incredible talent and to celebrate the fantastic businesses we have here in Lincolnshire

We’re a very proud bunch today! 🏆🥂

07/09/2026

THREE TIMES SHORTLISTED! 😲🏆

We’re incredibly proud to share that we’ve been shortlisted for not one, not two, but THREE awards at this year’s Lincolnshire Marketing Awards! ✨

We’re in the running for:
🏆 Best Use of Social Media for Growth
🏆 Customer Growth Award
🏆 Professional Services Growth Award

And while being shortlisted is a brilliant achievement for our team, what makes it even more special is what sits behind these nominations...

For us, growth has never been about chasing numbers or targets. It’s about building long-term relationships, earning trust and creating a service that people genuinely value.

Our clients are our greatest advocates, with the majority of our referrals coming from the people we already work with.

We’re also proud to keep evolving, from our digital presence and social media, to embracing technology that helps our advisers spend more time doing what matters most... listening to and understanding our clients.

So, to be recognised across all three of these categories feels pretty special!🥰

A huge thank you to our incredible team, our clients and the professional connections who continue to support, recommend and engage with us. This recognition belongs to all of you too💛

The winners will be announced at the Lincolnshire Marketing Awards ceremony this Thursday, 10 September...

So, naturally, we’ll keep you posted 👀🥂

Wish us luck! 🤞✨

25/08/2026

FROM LINCOLN TO THE GREAT WALL! 🥾🧱

In just 10 DAYS, our very own Kelly will be swapping the office for one of the world’s most iconic landmarks as she takes on CoppaTrek 2026!

Alongside 120 incredible trekkers and celebrity captains, including Giovanna Fletcher, Kelly will spend 5 days trekking the Great Wall of China, all to raise vital funds for CoppaFeel! and their life-saving mission to stamp out late diagnosis of breast cancer💗

But for Kelly, this challenge is about so much more than the trek...

She’s taking on this incredible adventure in memory of her gorgeous mum, Jackie, who was diagnosed with breast cancer at just 41. Kelly is sharing her mum’s story to raise awareness, encourage people to know their bodies, check their chests and, most importantly, speak to their GP if something doesn’t feel right!

Her mum was known for her huge smile, infectious laugh and incredible positivity. Now Kelly is taking that same positivity, courage and determination to the Great Wall 🏃🏻‍♀️‍➡️🥰

5 days. 120 trekkers. One HUGE challenge. One life-saving mission.

We couldn't be prouder of you, Kelly! ❤️

If you'd like to cheer Kelly on and support this incredible cause, every donation makes a difference 👇

👉 https://www.justgiving.com/page/kelly-mckelvey?utm_medium=FR&utm_source=CL

Go on, Kelly! 🥾👏🏻

We’ll be cheering you on every step of the way!

31/07/2026

Next up in our Staff Spotlight Series is Anna-liese, and this one is all about dedication, ambition, and a journey that started at just 4 years old! 👧🏻

Long before joining Williams Wealth Consultancy, Anna-Liese spent much of her life in the world of competitive gymnastics, training and representing Great Britain while travelling the world through sport🌍

Anna-Liese began gymnastics at the age of 4 at Gemini Gymnastics Club in Wokingham before progressing through several clubs, eventually joining Camberley Gymnastics Club, where she trained from the age of 10 to 20.

Her talent and determination earned her a place on the British Gymnastics Team from the age of 13 to 18, competing at an elite level and representing her country around the world.

One of Anna-Liese's most memorable experiences came at just 11 years old, when she travelled to the USA for a three-week gymnastics camp, where she made a lifelong friend she is still in touch with today!

For Anna-Liese, gymnastics was about much more than medals, it was about the discipline, resilience and commitment developed along the way, qualities that have stayed with her throughout her life.

Her contribution to the sport has since been recognised with an award for her representation of Great Britain in the world of gymnastics in 2024. 🏅

From competing on the world stage to becoming part of our team today, Anna-Liese's story is a great reminder of what can be achieved through passion, perseverance and dedication 🤸🏻‍♀️

27/07/2026

Last week saw a busy week of policy announcements which raised important questions about the outlook for households, businesses and the UK economy ❓

This article breaks down the key measures announced so far and explores why investors, businesses and consumers will be watching the Autumn Budget closely 📃

Read more:

https://www.williamswealthconsultancy.co.uk/article/detail/sjpp/a-new-prime-minister-and-a-week-of-announcements.html

20/07/2026

Friday night saw some of the Williams Wealth team take to the dance floor for the Age UK 80s vs 90s Disco… and let's just say there are still a few sore backs and aching feet today! 🕺💃

It was a fantastic evening filled with great music, plenty of laughs, and all for a brilliant cause.

A huge thank you to Age UK Lincolnshire for organising such a fun event and bringing everyone together. We're proud to support the incredible work you do in our community.
Here's to more nights like this (with perhaps a little more stretching beforehand! 😉)

20/07/2026

From April 2027, a 22% charge will apply to interest earned on cash held in non‑cash ISAs, while a new first‑time buyer ISA is set to replace the Lifetime ISA 🪙

This article outlines the proposed changes and highlights the key points to be aware of as the new rules take shape:

https://www.williamswealthconsultancy.co.uk/article/detail/sjpp/isa-changes-22-percent-charge-on-cash-in-investment-isas-plus-simpler-first-time-buyer-isa.html

Williams Wealth Consultancy Ltd. 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).

SJP Approved 03/07/2026

Address

Unit C, The Quays, Burton Waters
Lincoln
LN12XG

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 4pm

Website

http://www.williamswealthconsultancy.co.uk/

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