Mark Williams

I’m a Chartered Accountant and Independent Financial Adviser advising clients in Surrey and South-West London. I help people with all manner of financial challenges. I have younger clients who are investing for their futures, clients who are close to or in retirement, and those in later life looking to pass wealth to the next generation tax efficiently.

Likes

Fresh air, rivers and oceans, sunny weather.

People who recognise that life’s short and kindness costs nothing.

Low-cost, globally diversified and risk-managed investment portfolios that stand the best chance of enabling my clients to make the most of their wealth over the long-term.

Dilikes

Old-world wealth managers with all their high charges, opaque fee structures and condescending attitudes