Mark Williams

CA DipFS

Surrey

Contributor

Mark Williams

CA DipFS

Surrey

Chartered Accountant and Independent Financial Adviser Mark Williams provides fixed-fee financial planning services in Surrey and South-West London. Specializing in retirement planning, wealth transfer, and sustainable investing, Mark helps clients at all life stages make informed financial decisions with a focus on low-cost, globally diversified portfolios.

About 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.

Dislikes

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

Information

Specialisations

Sustainable Investing

Retirement planning

Pensions – Retired

Qualifications

Chartered Accountant

Diploma in Regulated Financial Planning

Fee structure

Fixed £ fee