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Michael Williams Financial Services Ltd (MWFS)

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Michael Williams Financial Services Ltd (MWFS)

Overview:

The process of financial advice
We will establish a plan by having a free initial discussion to explain our services more fully and to discuss the different options available on how we are paid for the work we do. Once we have been instructed, time is spent gathering and analysing information about you, your finances and your needs and objectives.

We then make and discuss any recommendations to you, based on the information provided, your financial priorities and the budget you have available to meet these priorities. When you are happy to proceed, we will complete any necessary paperwork to put these plans in place.

We seek to provide a complete service offering security to our clients, their families and businesses. We aim to be accessible at all times in order to help you save time and money, and we aim to develop a long-term relationship with our clients.
Our main aims are:

                   To provide a personal and professional service to our clients
                   To surpass clients' expectations
                   To provide reports and advice in a way you will understand
                   To invest in and utilise the potential provided by the latest technology for gathering information and for communicating where appropriate
                   To earn the trust and respect of our clients through our expert knowledge and up-to-date awareness of industry developments

How are we paid?
On receiving an enquiry, we invite a prospective client to come to our office for a preliminary meeting. The purpose of the meeting is, firstly, to establish whether we are able to assist the prospective client with their needs and objectives and secondly, to discuss how we would be paid for our services should we be instructed to proceed. There is no charge for this preliminary meeting and no obligation on either side.

After the initial free consultation, we will agree with you whether you pay us a fee or we are paid out of the cost of any financial product you buy. You will pay for our services on the basis of the work we've undertaken for you. We will discuss your payment options with you and answer any questions you have. We will confirm how much our advice will cost and what areas of advice we will cover prior to commencing any work for you.

(Please note that if as a result of our advice you purchase a financial product, there may be other costs or taxes that are not paid through us or imposed by us). We will always tell you about any commission we earn and it will be taken into account in working out our fee.

Fees will usually be based on the time spent and are evaluated at a rate per hour, calculated to recover our costs. Some fees attract an additional VAT charge and we will inform you if any VAT is applicable.

History:

Michael Williams Financial Services Ltd has been providing financial advice to small businesses, the self-employed and individuals both young and old for over 25 years. Whether you are investing for the medium term, saving for retirement, seeking to provide protection for family or business, or looking for a suitable mortgage, we can provide financial advice to suit your needs.

Michael Williams Financial Services Ltd is an appointed representative of The Whitechurch Network Limited entered on the FCA register under reference 190859 (by clicking this link you will be leaving a regulated site) which is authorised and regulated by the Financial Conduct Authority. We offer a fully comprehensive financial advice service to help you with your short, medium or long-term financial planning requirements.

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Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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