Jerry Williams

Background

About Jerry Williams

ADVICE – PLANNING – REPORTING – ENGAGING Many aspects of financial and legal matters to individuals and businesses. Having gained a huge amount of experience working with and managing people in the coal industry, I branched out into training and eventually the financial advice industry where I find myself today. I have developed my business to provide a 'holistic'​ approach to clients financial matters rather than just 'selling policies'. My firm offers generic financial and legal guidance and working closely clients allows them to develop their future financial plans. I consult in the following areas:+ Life assurance + Income Protection + Health insurance + Pensions + Investments + Alternative Investments + Commercial finance + Estate planning including will writing + Tax matters I believe that every client should be empowered to make financial decisions themselves and not be guided by salesmen. My aim is to assist them in that empowerment. The more they know themselves the less they have to rely on others. Client Testimonial: Jerry Williams was introduced to me at a time when I really needed someone to sort out my financial circumstances. He told me I could ring him at anytime and I took him at his word and once phoned him on Boxing Day! That was well over twenty years ago and in all that time I have continued to contact him in times of financial stress and uncertainty and also when I needed advice with money investment. At all times he was his usual helpful self and allayed all my worries. I have recommended him to family and friends and will forever continue to do so. Jerry has seen me through obtaining suitable mortgages, pension policy, financial changes and now finally, obtaining insurance for my new house in time for my retirement. He is, and always has been, so easy to speak to, being both helpful and realistic in his advice, for which I will be eternally grateful. Ms J. P- Blackwood, South Wales Please contact me at: jerry.amifa@gmail.com