Gerard Williams

Senior Financial Adviser

Financial Advice Areas

Pension Planning including Specialist Defined Benefit Pensions Advice, Investments, Personal Financial Planning, Inheritance Tax Planning incorporating Trust Planning, Protection, Mortgages, Personal Mortgages, Long Term Care and Auto Enrolment.

Geographical Areas

Birmingham, Devon, Home Counties, Leicestershire, London, Manchester, Midlands, Northamptonshire, Somerset, Warwickshire.

About Gerard Williams

As a Financial Consultant I directly advise my clients on investments and financial solutions to compliment 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. In both of those roles I worked with clients to develop strategies to complement their lifestyles and to support them and their families through life events and to meet future financial aspirations.

I am delighted that Ashwood Law are able to offer a fuller service than I have previously been able to offer my clients. All clients can 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.

The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.

Your home may be repossessed if you do not keep up repayments on your mortgage.

Auto Enrolment, Inheritance Tax Planning and Trusts are not regulated by the Financial Conduct Authority.

Transferring out of a Final Salary/Defined Benefit scheme is unlikely to be in the best interests of most people.