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

paul.williamson@sjpp.co.uk

paul.williamson5@icloud.com

WEBSITE: www.sjpp.co.uk/paulwilliamson