I provide Holistic Financial planning on all aspects of personal and corporate needs.
In that time, I have found that people require and prefer face to face advice on an individual basis, which is now no longer provided by most major banking and financial institutions.
I strongly believe in providing the benefit of a single ongoing relationship, building a bond of mutual trust and respect with existing and new clients.
I am able to offer you the benefit of a single relationship to meet your financial needs, whether your priority is to:
- Build & Preserve Capital
- Planning For Retirement
- Gain Financial Protection against Corporate or Personal Risk
- Inheritance Tax Planning
- Tax relief of 30% via Enterprise Investment Schemes and Venture Capital Trusts
Paul Williamson DipPFS CII(MP)
Director of Paul Williamson Wealth Management Ltd
Associate Partner Practice St. James’s Place Wealth Management
3 Pickersgill Court | Quaywest Business Park | SUNDERLAND | SR5 2AQ
TEL: 0191 5488366 | MOBILE: 07598 280989 | FAX: 0191 5488366