Sally Williams

Jobs 0% verified

Chief of Staff

Money Means

Jan 2026 - Current (7 months)
Financial Planner & Money Coach

Money Means

Jan 2024 - Jan 2026 (2 years 1 month)
Senior Paraplanner - Chartered & Certified Financial Planner

Charles Stanley Co Limited

Sep 2013 - Dec 2023 (10 years 4 months)

Providing paraplanning support to Senior Financial Planners on all aspects of private client financial planning.
Consultant - Chartered & Certified Financial Planner

BROADSTONE Pensions and Investments

Sep 2005 - Aug 2013 (8 years)

As a Consultant at BROADSTONE, I provided financial planning advice to private clients. This covered areas such as investments, pensions, inheritance tax, general financial planning, advisory and discretionary investment management.
C

Technical Adviser

Cavanagh Wealth Management

Jan 2005 - Sep 2005 (9 months)

Providing technical/paraplanning support to the Consultants who were engaged in advising private clients.
P

Paraplanner

Provest Financial Planning

Sep 2002 - Jan 2005 (2 years 5 months)

Providing technical/paraplanning support to the Managing Director in relation to his private clients.
C

Administrator

Caroline Banks Associates Ltd

Jul 2000 - Sep 2001 (1 year 3 months)

Education 0% verified

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