Gerard Williams

Chartered ALFBF

Senior Financial Adviser

Financial advice areas

Defined benefit pensions, Inheritance Tax planning, Investment advice, Long term care, Pension advice, Personal financial planning, Retirement planning, Trust advice

Area locations

Ireland, Isle of Wight, Leicestershire, Warwickshire

About me

I take pride in directly advising clients on investments and financial solutions to complement their goals and long-term objectives.

I have worked in the Financial Services Industry since 1987, specialising in Wealth Management from 1999, working for Lloyds Private Banking in the City of London until 2006 and then Coutts & Co. in Birmingham and the Midlands. I work with clients to develop strategies to complement their lifestyles and to support them and their families through life events, to meet future financial aspirations.

Ashwood Law offers a much broader service than I had previously been able to offer my clients. All my clients continue to access Wealth Management expertise, along with the support of a very experienced team, focused on delivering a highly personalised service dedicated to long-term needs.

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