Kim Williams

Wealth Planner

Kim is an experienced Wealth Planner with over 35 years in Financial Services. She works very closely with clients to help them to achieve the lifestyle they require and has worked with a number of divorcees, assisting them to take control of their finances during a difficult period in their lives.

She provides an holistic approach to wealth management and believes cash flow forecasting is an important tool in helping clients to achieve their goals.

Kim is married with two sons and three grandchildren.

07811 683 900 / 01494 863 614

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