Williams Wealth Consultancy Ltd

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

Next up in our Staff Spotlight Series is Carol, and this one is all about resilience, consistency, and pushing limits.. ...
08/06/2026

Next up in our Staff Spotlight Series is Carol, and this one is all about resilience, consistency, and pushing limits.. 🥰

At the finish line of her first Marathon in 2012, Carol said she’d never do another. She crossed it in tears… and says she meant every word.

Since then? Carol’s completed 10 marathons and further ultra runs of 50km and 55km. And she’s already setting her sights on an 80km too! 🏃🏻‍♀️‍➡️

Carol doesn’t run for medals, she runs for the challenge. For pushing through the moments where you think you can’t go on… and finding a way anyway.

Carol’s logged 17,137km and 1,826 hours of running, often fitting it in around work and life (and yes… it’s all logged on Strava)! But her most meaningful run was her 55km challenge, dedicated to her best friend Tracy, who passed away just weeks before. Supported virtually by friends along the way, Carol was never alone for a single step.

For Carol, running is more than just fitness. It’s how she manages stress, stays focused, and keeps moving forward, no matter what life throws her way.
And perhaps that’s what makes her story so relatable… it’s not about being the fastest or the strongest, it’s about showing up, even when it’s hard.

We're proud of every run Carol 👏🏼

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

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