Michael Williams
About Michael Williams
Client Testimonials


"Michael has been our Financial Adviser for over 10 years and during that time we have had regular and frequent guidance for several trusts set up to reduce Inheritance Tax. Since then he has most successfully guided us through the transition from multi-share basis of the trusts to more manageable and cost effective investments. He attends annual meetings for the trustees, reviews and advises us on the selection of the best fund manager.

We enjoy his company during visits when he never shows any indication that he is under pressure to complete his business and depart!"

Cdr E R Chapman of Corsley, Wiltshire



"I do not understand the financial world so what I needed, and what I got, was an honest man who is able to listen to me and then interpret my aspirations into a tailor-made package.

The value of his personal touch cannot be over emphasised. I need to feel I can discuss my affairs without feeling inhibited or small and then I can have a meaningful discussion about what I need rather than just being told what I want."

Lt. Col. J D Stuart of Mere, Wiltshire



"We have found Mike to be trustworthy and professional. He takes time to carefully explain the issues and communicates the options clearly. He is patient, thorough and a good humoured financial adviser who we would happily recommend!"

Mrs Hellie Mulvaney of Bath, Somerset



"Michael was first introduced to us when our previous St. James's Place partner moved away. Michael thoroughly reviewed our financial situation which had changed, we had recently started a business. Michael’s advice was thorough and balanced and has proven very useful."

Mr Chris Book of Bath, Somerset