First of all, thank you for viewing my website.

Having spent over 8 years working in London as a qualified professional, I have a good understanding of the issues which concern clients.

- Most professionals are too busy or have no inclination to use their spare time to focus on their finances

- Many clients have a spread of financial products which they have taken out over time, but no overall strategy, or awareness of the likely returns from these plans

- There is rarely a strong, positive and long-term relationship in place with an adviser

My aim is to create a highly professional service working with my clients over the long term, creating a private client financial plan tailored to their personal goals, and reviewing this on a regular basis as things change.

I provide this holistic financial planning service to the following clients:

- Accountants and Lawyers
- Real Estate Professionals
- Investment Managers
- City Professionals
- Business Owners and Self-Employed
- Corporate Contractors

I am happy to offer any advice on financial planning, so please feel free to contact me.

Sophie-Jane Williams MSc MRICS DipPFS
Associate Partner of St. James's Place Wealth Management