Justin Williams

Justin Williams

Moss & Roberts (Wealth Management) Ltd

Minimum savings/pensions: Over £50,000

Unavailable for contact through VouchedFor

Based in Wymondham
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4.8 out of 5

10 reviews


Not fully verified by VouchedFor

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Not fully verified by VouchedFor

As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.

Hi there, I have now worked in the financial industry for over 20 years, and this has given me a strong belief in the importance of clear, jargon free advice. Your investment and retirement planning are one of the most important decisions you will make, and my aim is to provide you with assistance and clear understanding of every step of the process and all the options available to you. Having worked for several firms, both large and small, where I built up my knowledge and experience, I am now employed with Moss and Roberts (Wealth Management) Limited, which is based in Long Stratton. As a firm, we provide full independent financial advice and a service that encompasses all aspects of financial planning from ideas including building up wealth in relation to retirement and investment planning, protecting your family and saving for school fees. At our first meeting we will discuss your current financial situation, your financial goals and objectives, and look at the best ways that we can assist you. I will then provide you with my recommendations, and we will agree on the options that suit your circumstances the best. I aim to build up strong ongoing relationships with all my clients, and part of this is to have regular ongoing meetings to continually ensure you are still on-track to meet your goals and to stay abreast of any changes to your circumstances or objectives. I also live in Long Stratton and I am prepared to see you at your home, place of work or at our own office. Outside of work, I am married to Charlotte and we have a daughter aged 8. Most of my spare time is taken up ferrying my daughter to different activities and my other passion is football. Thank you for reading my profile, I look forward to hearing from you in due course for a free and informal chat to see how it is I can help.

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

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