Gareth Williams

Gareth Williams

Department: Financial Services

Position: Independent Financial Adviser

Additional Qualifications: DipPFS CertsCII(MP&ER)

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Hello. I joined the Cullimore Dutton team as part of the acquisition of Yates & Co. in February 2019 having had an excellent business relationship with the firm over many years.

I have worked in the financial sector for over 30 years, the last 12 of which as part of Yates & Co. In joining Cullimore Dutton, I have become a member of a well-established Chester-based financial services team with a wealth of experience and an enthusiastic outlook for the future.

My role is to help clients achieve financial security and peace of mind in a friendly and professional manner, I enjoy the challenges each day brings with the satisfaction that our clients well-being is at the forefront of my work. I have particular expertise in:

  • Pensions
  • Flexi-Access Pensions
  • Investments
  • Retirement Planning
  •  

    I am a firm believer that a problem is not worth solving if it can’t be done in a spreadsheet, using them to help clients make sense of the myriad of choices available is a large part of my work.

    When I am not in front of a PC, I enjoy gardening, quizzes, clay pigeon shooting and watching musical theatre with my family. I am also a fluent Welsh-speaker.

     

     

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