Meet The Team

Ian Williams, Financial Planner

Ian Williams DipPFS, Financial Planner

I am in my 32nd year in the industry after starting in 1987 as  “the man from the Pru”, the Prudential was a great grounding for a career in financial services.  In 2000 I switched to being an Independent Financial Adviser and have never looked back. A lot of clients are still with me from my early Pru days, along with their children and their children’s children! I still get a buzz meeting and helping clients and it is very rewarding to see plans that you put into place to meet client needs many years ago come to fruition.

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