Welcome to Blackfriars Wealth Management, an Independent Financial Adviser company dedicated to providing personalized financial guidance to individuals and businesses alike. Our team, led by Director and Financial Adviser, Mark Williamson, is committed to delivering comprehensive financial solutions tailored to your unique needs and goals.
As Independent Financial Advisers, we offer a range of services designed to help you achieve your financial objectives. Our areas of expertise include:
Personal Services
Our Personal Services are designed to provide you with tailored financial advice and guidance to help you achieve your personal financial goals. Our services include:
- Retirement Planning: We will work closely with you to create a bespoke retirement plan, ensuring you can enjoy the lifestyle you desire in your golden years.
- Family Protection: We will help you protect your loved ones by creating a comprehensive will, tax planning, and inheritance tax planning strategies.
- Investments: Our investment experts will work with you to create a diversified investment portfolio tailored to your risk tolerance and financial objectives.
- New ISA (NISA) Planning: We will assist you in making the most of your New Individual Savings Account (NISA) allowance, allowing you to grow your wealth tax-efficiently.
Corporate Services
Our Corporate Services are designed to help businesses and directors make informed financial decisions. Our expertise includes:
- Corporate Financial Solutions: We will help you navigate the complexities of business finance, providing guidance on funding, tax planning, and financial reporting.
- Business Protection: We will work with you to create a comprehensive business protection strategy, ensuring the continuity of your business in the event of unexpected circumstances.
About Us
At Blackfriars Wealth Management, we believe that building lasting relationships with our clients is key to providing exceptional service. Our team is committed to ongoing education and professional development, ensuring we stay up-to-date with the latest financial trends and regulatory changes. We take pride in our independent status, allowing us to provide unbiased financial advice that aligns with your unique needs.
Our Team
Meet our Director, Mark Williamson, who brings over 16 years of experience in the financial services industry. Mark is a fellow of the Personal Finance Society and holds a diploma in Financial Planning. He is committed to further study and plans to attain Chartered status.
Join us at Blackfriars Wealth Management, where we strive to deliver exceptional service, tailored advice, and personalized financial guidance. Contact us to schedule a consultation and take the first step towards achieving your long-term financial goals.
Exceptional Service and Expertise
Terry Holbrook, Hayley Young, Grant Pearson, Georgie Shaw, Glenda White-Miller, Louise Sarsby, Alison Chambers, Ian Spencer, Karen Williamson, and Stephanie Smith all agree that Mark provides exceptional service and expertise. They praise his professionalism, knowledge, and ability to explain complex financial concepts in a clear and concise manner.
Patient and Approachable
Many reviewers commend Mark for being patient and approachable, often going the extra mile to ensure clients feel comfortable and informed about their financial decisions. Hayley Young notes that Mark explained everything as they went along, making her confident and clear about her choices.
Reliable and Responsive
Reviewers appreciate Mark's reliability and responsiveness, with some noting that he responds quickly to queries and concerns. Alison Chambers and Ian Spencer highlight his prompt response to questions, even if they are small or complex.
Trustworthy and Empathetic
Mark's trustworthy and empathetic nature is also a common theme in the reviews. Karen Williamson and Georgie Shaw mention that they appreciate Mark's ability to communicate and explain matters, making them feel confident and trusting in his advice.
