Steve Williams

Helping to plan a secure financial future

Mapping out your goals is the first step to financial security

Having a clear understanding of what your financial priorities are and putting a plan in place to achieve your goals puts you in control of money matters. Financial advice can go a long way to provide peace of mind that you are addressing the needs of you and your family. Working with a professional is an important investment in your future to make sure you’ve got everything covered.

I specialise in the following advice services:

  • Lifetime Financial Planning
  • Pension & Retirement Planning
  • Investment & Wealth Management
  • Later Life & Estate Planning
  • Wills & Power of Attorney
  • Personal Protection

About Me

Steve Williams, Independent Financial Adviser
I have over 30 years’ experience of providing Financial Advice to clients and I am a member of the Personal Finance Society (PFS). I am based in Brentwood, Essex and provide my Independent Financial Advice services throughout the South East. This includes Essex, London, Kent, Hertfordshire, Suffolk and Norfolk.
My primary goal is to fully understand my customer’s needs and ensure the advice matches those needs. With my experience and knowledge and as an Independent Adviser, I have the whole of the market available, and this ensures that I am in the best position to advise my clients. My main focuses are Investment Planning, Investment Consolidation, Wealth Management, Pension Planning including At Retirement, Inheritance Tax Planning and Protection. I am also able to provide Will Planning and Lasting Power of Attorneys.
I am committed to providing excellent value and choice for my clients and as no client is the same, the advice will be unique to the client. I avoid the use of jargon and have a down to earth approach to ensure clients are kept at ease during any meetings.
Whilst being a representative of Abacus Associates I am essentially working for my clients. I am passionate about providing ongoing reviews for my clients, as this ensures any advice remains suitable due to any potential changes in their individual circumstances, and any legislative and market changes.
I see most of my clients in the comfort of their own homes. Please do not hesitate to contact me should you wish to make an appointment or discuss any aspect of your financial needs.

An Integrated Approach to Financial Services

Below you can see what advice I specialise in. If there are additional services you require, Tavistock Investments provides support in other aspects of financial advice, and I can put you in touch with someone.

Our Independent Financial Advice process:

Create

ISAs, Junior ISAs, other general investments to suit your needs

Build

Mortgages, buy-to-let, other borrowing, cash management

Protect

Income protection, life insurance, critical illness, later-in-life

Enjoy

Pensions, trusts, equity release, wills, inheritance & estate planning.

My specific areas of expertise:

Investment & wealth management

Creating, growing, and then maintaining wealth is key to successful financial planning and should be part of a longer-term investment strategy.

Personal protection

Talking about illness, disability or death is never an easy conversation to have but protecting against the unexpected will help with financial security and ensure your family can cope should the worst happen.

Lifetime financial planning

If you have a Defined Benefit or Final Salary pension scheme, there may be individual circumstances where a pension transfer could be advantageous.

Later life & estate planning

We spend a lifetime building our wealth, so it’s important to find the most effective way to protect your assets, in order for you to pass them on to those you love as efficiently as possible.

Pensions & retirement planning

When you think about the future, what does your retirement look like to you? An important question which we can help you answer.

Wills & power of attorney

Making a Will is essential to ensuring that your wealth benefits those whom you choose and is not taken by taxation, unnecessary legal costs and beneficiaries chosen by the law.

First consultation at my cost

If you are ready to receive your first consultation at no expense, please click the button below, and you will be directed to a form called Getting Started. Provide as much information as you are comfortable to give, and I will contact you once I receive it.

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