Williams Wealth Consultancy Ltd

Williams Wealth Consultancy Ltd We specialise in delivering quality wealth management advice including Retirement & Investment Planning

Friday night saw the team take Carousel for a much needed night of games, fun, and questionable singing 🎤🎧 A chance to l...
10/05/2026

Friday night saw the team take Carousel for a much needed night of games, fun, and questionable singing 🎤🎧

A chance to let the hair down, and talk things other than money, funds and global news!

It’s another Translate-it Tuesday! 📣 Today we ask… What is Passive investing?🤔 Passive investing is an investment strate...
05/05/2026

It’s another Translate-it Tuesday! 📣

Today we ask… What is Passive investing?🤔

Passive investing is an investment strategy that aims to replicate the performance of an index by tracking it, which means holding the same stocks in similar percentages. This is considered a lower-cost way to invest📈

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: 30/1/2026

Introducing our new series: Staff Spotlight🔦At Williams Wealth Consultancy, it’s not just about financial planning, it’s...
01/05/2026

Introducing our new series: Staff Spotlight🔦

At Williams Wealth Consultancy, it’s not just about financial planning, it’s about the people behind it. Over the next few months, we’ll be sharing some of the experiences, achievements, and stories that have shaped out team outside of the office.

First up, Director Dean.. 👇🏼

Before founding Williams Wealth Consultancy, Dean spent 14 years in the British Army, joining straight from school at just 16. What started as a practical decision to gain driving qualifications quickly became a career that took him across the world 🌍

From serving in Germany as part of the British Army of the Rhine, to operational tours in Northern Ireland, the Gulf, and Bosnia, Dean took on a wide range of roles, including Physical Training Instructor, Section Commander, and Recruit Training Instructor.

His time in the Army saw him leading teams, maintaining critical supply lines, and operating in high-pressure environments where resilience and discipline were essential.

The biggest lesson he took from it? 💡

‘’You are only as strong as your weakest team member, and staying calm under pressure is everything.’’

Values that still shape how we work with our clients today.

Keep an eye out for next month! 👀

We’ll be closed this Bank Holiday Monday (4th May… May the 4th be with you🔦)Whether you’re marking Star Wars Day or simp...
30/04/2026

We’ll be closed this Bank Holiday Monday (4th May… May the 4th be with you🔦)

Whether you’re marking Star Wars Day or simply enjoying a well-earned long weekend, we hope it’s a good one! 🌞

We can’t guarantee everyone in the team will be watching Star Wars… but there may be one or two fans in the office.

We’ll be back as normal on Tuesday

Some moments deserve to be shared loudly! 📣On Saturday 4th July, our wonderful Louise will be taking on the Peak Distric...
29/04/2026

Some moments deserve to be shared loudly! 📣

On Saturday 4th July, our wonderful Louise will be taking on the Peak District Ultra Challenge - trekking an incredible 52km in memory of her beloved Aunty Marg, who she sadly lost in September 2025 following a diagnosis of MND💙

What makes this even more remarkable is that Louise has been quietly training in the background, balancing life and work, and pushing through an ankle injury without letting it slow her down. Her longest walk so far? An impressive 30km… and counting! 🚶‍♀️‍➡️

We simply couldn’t be prouder!

If you’re able to support Louise and this incredibly important cause, or simply want to leave a message of encouragement, please do use the link below or scan the QR code.

Wishing you the very best of luck, Louise, we’ll all be cheering you on every step of the way!👏🏼

https://www.justgiving.com/team/in-memory-of-marg

It’s another Translate-it Tuesday! 📣Today’s question… What is an ISA? An ISA, (Individual Savings Account) is one of the...
28/04/2026

It’s another Translate-it Tuesday! 📣

Today’s question… What is an ISA?

An ISA, (Individual Savings Account) is one of the most popular and tax-efficient ways for UK residents to invest and save for the future.

Investments in an ISA are free of income tax and capital gains tax for the duration of the investment 📈

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: 30/1/2026

We’re delighted to congratulate our Financial Planner, Megan Wright DipPFS, on achieving Competent Adviser Status (CAS) ...
24/04/2026

We’re delighted to congratulate our Financial Planner, Megan Wright DipPFS, on achieving Competent Adviser Status (CAS) this week, just six months after graduating from the St. James's Place Financial Adviser Academy 🥳👩🏻‍🎓

This is a fantastic milestone and a reflection of Megan’s dedication, knowledge, and commitment to supporting her growing client base in achieving their financial goals, we're loving watching and supporting Megan's journey! 🙌🏻

It's another Translate-it Tuesday 📢 This week, we're looking at Gilts.. and no, not the kind of guilt you feel when thin...
21/04/2026

It's another Translate-it Tuesday 📢

This week, we're looking at Gilts.. and no, not the kind of guilt you feel when thinking about all those easter egs you scrambled a couple weeks' ago now... 🍫

What is a Gilt? 🤔💭

A gilt is a bond issued by the government. Traditionally these were presented on gold-edged certificates, earning them the name ‘gilt’. 🎫

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: 30/1/2026

And we’re back with another Translate-It Tuesday…📢 This week, we’re breaking down equity! What is Equity?🤔💭 Equity is th...
14/04/2026

And we’re back with another Translate-It Tuesday…📢

This week, we’re breaking down equity!

What is Equity?🤔💭

Equity is the term for a share of ownership in a company, also known as a stock, which is listed and traded openly on a stock exchange.

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: 30/1/2026

Monday motivation, but make it purrr-fectly wholesome 🐾Megan’s found the real boss of the marina this morning, this litt...
13/04/2026

Monday motivation, but make it purrr-fectly wholesome 🐾

Megan’s found the real boss of the marina this morning, this little cutie keeps paw-trolling the area and has us all ‘ooohing’ and ‘aaahing’ everytime she passes! 🐈

Sometimes the best part of the working day is stepping outside, slowing down, and enjoying the small moments.

Anyone else have a four-legged friend working alongside them to brighten their day?! 🐾

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

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