Roger W Williams Financial Planning Ltd

5 North Park Avenue, Leeds, LS8 1DN Directions

   Open today 09:00 - 17:00

Business overview

You expect to receive from your trusted family doctor health advice that is totally objective and only concerned with your well being. You expect the same sort of service from your trusted family solicitor, if you have one, for your legal security.

It should be possible to gain the same objective advice from your financial adviser: that is, concerned only with your financial well being.

We at Roger W Williams Financial Planning endeavour to give that sort of advice.

We are proud that we try to serve our clients’ best interests at all times, and that we have the well-qualified expertise to provide that service. Roger Williams is one of only about 900 financial advisers in the UK with both Chartered and Certified Financial Planner qualifications.


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Products & Services

Financial Planning

commercial mortgages

child trust funds

commercial & business finance

equity release

finance brokers

financial consultants

financial planning

financial services

fsa regulated

income protection insurance

independent financial advisers

investment & trust companies

investment consultants


life assurance & pension consultants

life insurance

mortgage advice



Long Term Care Advice


Divorce Settlements

Weath Management

School Fees

Estate Planning

IHT Mitigation

Buy to let Mortgages


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