Williams Wealth Consultancy Ltd

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

10 years ago, the UK voted in a referendum to leave the European Union, by a narrow margin of 52% to 48% 🗺️ What materia...
25/06/2026

10 years ago, the UK voted in a referendum to leave the European Union, by a narrow margin of 52% to 48% 🗺️

What material impact has leaving the EU had on household finances, stock markets and even (arguably) the Eurovision song contest? 🎤

To explore this, St. James's Place have compiled a set of charts, alongside brief analysis, to let readers form their own view:

https://www.williamswealthconsultancy.co.uk/article/detail/sjpp/brexit-a-decade-in-charts-how-has-the-uk-fared.html



☀️ Our Summer Newsletter is now live! 📰 Inside this edition, we're exploring the importance of intergenerational wealth ...
24/06/2026

☀️ Our Summer Newsletter is now live! 📰

Inside this edition, we're exploring the importance of intergenerational wealth planning, when to involve family in financial discussions, and why those conversations can make all the difference for future generations 👨‍👩‍👧‍👦

We'll also be busting some common ISA myths and explaining what has actually changed for ISA savers in the current tax year 🔍

And if that wasn't enough, our office update might be our most active yet, with runners, hikers and challenge-seekers sharing their latest achievements! 🏃🏻‍♀️‍➡️🎽👟

Whether you're enjoying a cold drink in the sunshine or saving it for an evening scroll, it's one not to be missed.

Happy reading! 📖

https://www.williamswealthconsultancy.co.uk/article/detail/2026/june/summer-newsletter-2026.html

A huge congratulations to our Financial Planner, Megan Rose, who married Charlie on Sunday in beautiful Ibiza, becoming ...
23/06/2026

A huge congratulations to our Financial Planner, Megan Rose, who married Charlie on Sunday in beautiful Ibiza, becoming the new Mr & Mrs Reeves! 💍☀️

It was a day filled with love, laughter, sunshine and wonderful celebrations. Megan looked absolutely stunning (of course), and we couldn't be happier for the lovely couple as they begin this exciting new chapter together 🤵🏻👰🏻‍♀️

From everyone at Williams Wealth Consultancy, we wish you both a lifetime of happiness, love and unforgettable memories.
Congratulations, Mr & Mrs Reeves! ❤️🥂

Planning for retirement often means thinking differently about risk ⚖️ Many people begin to consider how to make their i...
23/06/2026

Planning for retirement often means thinking differently about risk ⚖️

Many people begin to consider how to make their investments more stable, especially as they get closer to drawing an income.

This article explains what de risking involves and how a gradual approach can help balance security with longer term growth...

🔗 Learn more: https://www.williamswealthconsultancy.co.uk/article/detail/sjpp/approaching-retirement-what-is-the-right-time-to-de-risk.html

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 12/6/2026

What does a "comfortable" retirement cost in 2026? 🤔 According to the latest Pensions UK figures:💷 £45,400 a year for a ...
18/06/2026

What does a "comfortable" retirement cost in 2026? 🤔

According to the latest Pensions UK figures:
💷 £45,400 a year for a single person
💷 £62,700 a year for a couple

Yet only 9% of UK workers are currently on track to achieve it.

The rising cost of everyday essentials means the retirement income needed to maintain your lifestyle continues to increase. What's more, a single person may need a pension pot of around £560,000 to support a comfortable retirement.

The message is clear: the sooner you review your retirement plans, the more options you'll have in the future ⏩

Retirement planning isn't about guessing what you'll need, it's about building a plan that gives you confidence and control over your future.

https://www.williamswealthconsultancy.co.uk/article/detail/sjpp/pensions-uk-report-figures-paint-dire-picture-of-nations-saving.html

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

Address

Unit C, The Quays, Burton Waters
Lincoln
LN12XG

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 4pm

Alerts

Be the first to know and let us send you an email when Williams Wealth Consultancy Ltd posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Williams Wealth Consultancy Ltd:

Share