Williams Wealth Consultancy

Financial planning built around you

Objective-based financial planning built around your life, your goals, and your future. We take the time to understand what matters – and build relationships that last.

Clients trust us with their financial future

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Assets under our advice

£ 0 m

Average advisor experience

0 yrs

Client satisfaction rating

IN PARTNERSHIP WITH Söderberg & Partners Financial Planning

About Söderberg & Partners Financial Planning

At Söderberg & Partners Financial Planning, we believe in building lasting relationships rooted in openness, personal service, and transparency. When your advisor is part of our network, they can focus on what matters most: you.

By minimising administrative tasks and risks through advanced technology used across Europe, we empower our advisors to spend more time understanding your unique goals and delivering tailored solutions. We also know that great outcomes depend on great communication – so keeping you informed, involved, and confident at every stage is central to how we work.

As part of a leading organisation, you enjoy the advantages of scale – access to expertise and resources – while your advisor remains personal, and dedicated to delivering strong client outcomes and helping you reach your financial goals with genuine care.

About Söderberg & Partners Group

Behind your advisor stands a leading European financial services group with a strong track record. Founded in Sweden in 2004 as a team of nine analysts, Söderberg & Partners has grown into an organisation of over 5,590 employees across eight countries, with £95 billion in assets under advice, turnover of £973 million, and £6.8 billion in gross written premiums (2025). The group’s ownership is shared between Mr. P-O Söderberg, the founders and management, and two renowned international financial investors – KKR & TA Associates.

For thirteen consecutive years, the group has been rated number one for customer satisfaction in its home market – a reflection of the same commitment to quality, openness, and personal service that defines how we work in the UK. Söderberg & Partners entered the British market in 2024, investing in and partnering with financial advisers to help them deliver real value to their clients.

* Figures from Söderberg & Partners’ 2025 annual report.
** Figures per category are rounded to the nearest SEK 10 billion. Financial figures are reported in SEK, the company’s reporting currency, and have been translated into GBP using a fixed year-end 2025 exchange rate of 1 GBP = 12.4031 SEK for all periods.

About us

The same care, whatever stage you're at.

Good financial advice is not about the size of your portfolio – it is about being properly looked after, whoever you are. At Williams Wealth Consultancy, that belief has driven us since Dean Williams founded the practice in 2011, growing it from a single client into a close-knit team based in Lincoln, serving clients across the country. Now part of the Söderberg & Partners Financial Planning partnership, we combine that same personal, considered approach with forward-thinking technology – so you get more of what matters most: our time and attention.

Who we help

Advice designed around your life

Everyone’s financial situation is different. Whether you are planning for your family, building a business, or preparing for the future, our advice is designed to help you make informed decisions with confidence. We take the time to understand your circumstances and provide clear, long-term financial planning tailored to your goals.

Individuals & Families

A clear plan for your family’s future

Life is busy, and finances can easily become scattered. We help you bring everything together into one clear plan – so you can see where you stand and build towards the things that matter most.

Professionals & High Earners

Make the most of what you earn

When your income grows, so does the complexity. We help you cut through the noise, keep more of what you earn, and build long-term wealth with a strategy that fits your career and lifestyle.

Business Owners

Protect your business and your life

Your personal and business finances are deeply connected. We help you plan for both – from rewarding yourself tax-efficiently to protecting the business against the unexpected.

our services

Financial planning built for you

Effective financial planning begins with expert advice. We examine your entire financial landscape – goals, responsibilities, and ambitions – to develop a personalised strategy that fits your needs. Whether you’re building wealth, growing a business, or preparing for retirement, we guide you towards approaches that support your objectives.

Our capabilities span retirement, investments, protection, and more, with tax planning integrated into every recommendation to maximise allowances and ensure your arrangements align with your broader goals – all within a plan designed just for you.

The advice journey

Six steps of your journey to Clarity

Our structured process ensures nothing is left to chance. Every step is designed to give you confidence, transparency, and a plan that truly works.

01 Initial Conversation

We begin by learning about your story, values, and goals. In our first complimentary meeting, your adviser will discuss your financial and life objectives, whether you’re planning for retirement, building wealth, protecting loved ones, or preparing for future generations. This conversation sets the foundation for tailored advice.

You can share as much as you like. Your adviser will outline how your information informs our recommendations, ensuring our guidance aligns with your priorities.

Our discussions will include

02 Discovery & Analysis

After we’ve discussed your goals, we’ll thoroughly review your finances – covering your income, expenses, assets, and debts. Investing carries a certain level of risk, so your adviser will help determine both your comfort with risk and the degree you can realistically take on. This ensures that all suggestions are tailored to fit your financial situation, resources, and aims.

What will this include

03 Research & Strategy

Our team carries out comprehensive market studies, product evaluations, and financial analyses. We rigorously test various scenarios, simulate multiple outcomes, and determine which strategy aligns best with your situation. Your adviser will then assess your current setup – including costs, performance, guarantees, and suitability – to ensure it meets your needs. If maintaining your existing arrangements is the most advantageous choice, they will communicate that clearly.

What will this entail

04 Recommendation

After the research is completed, your adviser prepares a comprehensive Suitability Report. This document outlines their recommendations in detail, explains the rationale behind them, highlights any associated risks, and provides a full breakdown of costs. You will have all pertinent information available prior to making your decision.

What you'll receive

05 Implementation

Should you choose to proceed, your adviser and their team will oversee all aspects of the process – including applications, transfers, identity verification, and product setup. You are not required to manage paperwork or interact directly with providers. Throughout each stage, your adviser will maintain consistent communication, ensuring you remain informed about your application’s progress and upcoming steps.

What you'll receive

06 Ongoing partnership

Your financial plan is designed to be flexible, just like our partnership with you. We keep a close watch on your portfolio, check your goals every year, and adjust your strategy as your circumstances change. You’ll always have someone available to help when you need it. Because life, markets, and tax laws are constantly evolving, our ongoing advice service ensures your adviser reviews your plan annually and offers continuous support – details follow below.

Your ongoing support will include

Our team

Meet the people behind your plan

An experienced team of advisers and professionals dedicated to your financial wellbeing.

    
 
 
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   Andrew Moore 
 
 
 
 Trustindex verifies that the original source of the review is Google. I Recently received my Pension Benefit  Options of which I didn’t understand I was looked after Carol Rushworth in a very professional manner explaining my options so I could make the right decision regarding my future Pension / Retirement easily explained  nothing was too much trouble Ten lot of Ten fully recommend her if having problems with your pension
  
 
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   Ash M 
 
 
 
 Trustindex verifies that the original source of the review is Google. I have recently asked Williams wealth to help with my future pensions etc and I cannot recommend them enough, in particular Carol Rushworth who was and is just a delight to work with, very professional, knowledgeable, polite and honest. Thank you once again Carol for helping me out.
  
 
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   Sam Wright 
 
 
 
 Trustindex verifies that the original source of the review is Google. I always thought financial planning was for older people, until I realised I am older.

Luckily with support from Megan Wright, I was able to get my finances in order and with her guidance I am on track to have the retirement I will enjoy!
  
 
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   Jason Davis 
 
 
 
 Trustindex verifies that the original source of the review is Google. Excellent service. Responsive and attentive to client demands and reliable.
  
 
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   Elliott Valentine 
 
 
 
 Trustindex verifies that the original source of the review is Google. Had a great experience so far, I feel like my money is being invested well! I always feel comfortable messaging Megan and the rest of the team about anything related to my finances.
  
 
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   Naomi Kent 
 
 
 
 Trustindex verifies that the original source of the review is Google. We recently met with Megan Wright to arrange our pensions. The process from start to finish was informative and smooth. Time and care was taken to help us to fully understand the investment and to make sure it was suited to our personal circumstances.  We highly recommend Megan, she is very easy to talk to, knowledgeable and takes her time to meet our requirements.
  
 
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   Lisa Annable 
 
 
 
 Trustindex verifies that the original source of the review is Google. I have had the pleasure of working with Williams wealth for a number of years. Finding professionals in the finance industry who put their clients first, I have found can be challenging. Williams wealth prioritise their clients and their needs. They offer a warm and personal approach and truly care. I am lucky to have been able to work closely with them and have recieved some great advice and recommendations. I have referred several of my family and friends without hesitation, knowing they will be looked after and given the best advice for their personal circumstances. Thank you to Dean and his team for all the invaluable work you do!
  
 
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   Chris Slight 
 
 
 
 Trustindex verifies that the original source of the review is Google. As an accountant and customer of Williams Wealth I have always found them extremely knowledgeable and fantastic with investment advice. They are my firms preferred investment advisor.
  
 
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   Rebecca Pilkington 
 
 
 
 Trustindex verifies that the original source of the review is Google. Amazing service , highly recommended with great customer care everything clearly explained and friendly staff with no pressure.
Thanks for looking after us .
  
 
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   Mark Gledhill 
 
 
 
 Trustindex verifies that the original source of the review is Google. The Williams Wealth Consultancy have been helping me sort out my pension which was made up of a large number of policies, private and through various employees; providing friendly personal bespoke advise; at all times explaining and making sure I am happy with the various actions. Guiding me through the process, doing whatever they can and assisting in my actions, answering queries and providing reassurance.
I am very pleased with the way the process has gone and would recommend this service.