William James Financial Services
We launched William James with one aim – to provide the best possible service to our clients. With a wealth of experience in the financial services sector, we saw that change was needed, so we are now leading the way in modernising how the sector works. We will always give our clients the best advice. We’re totally independent, so we can offer the most suitable solutions and services to reach our clients’ goals. We know that to give clients the best advice we need to understand their goals and ambitions, so we work hard to build a strong relationship with our clients that results in successful outcomes for all.
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Verified contacts
9
available on Kipplo
LinkedIn employees
15
11 to 50 range
Open roles
—
no listings
Distinct roles
6
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
9 contacts with verified email or phone · masked until revealed.
- AW
Amie Wood
Paraplanner Team Leader · Finance & Accounting
EmailPhone - AF
Angela Facer
Team Leader Paraplanner · Operations
EmailPhone - ZC
Zoe Connolly
Risk & Operations Manager · Finance & Accounting
EmailPhone - AD
Aaron Dakin
Independent Financial Adviser · Finance & Accounting
EmailPhone
Showing 4 of 9 verified contacts
Top roles at William James Financial Services
6 distinct titles indexed · top 6 shown.
- 2independent financial adviser
- 1chartered financial planner
- 1financial administrator
- 1paraplanner team leader
- 1risk & operations manager
- 1team leader paraplanner
Sign up to unlock all 9 contacts at William James Financial Services
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