Alistair Williamson
Chartered Financial Planner, Partner
Alistair takes pride in building close and long term relationships with his clients and identifying exactly what they want for their futures. He has experience in helping clients improve their relationship with their wealth to maintain the lifestyle they want, without having to worry unnecessarily about running out of money.
To achieve his aims, Alistair believes in building a plan to show clients what their financial future might look like under various scenarios, supporting them in taking control of their financial decisions. This approach helps guide clients to the most appropriate investment solutions, considering their specific financial goals and risk profile.
Alistair graduated from the University of Leeds with an undergraduate degree in Mathematics and Management Studies in 2001 before embarking on a career in financial services, where he has worked for over 20 years. He holds the designation of Chartered Financial Planner, the highest recognition an adviser can achieve, along with an advanced qualification for pension specialists, advising clients on pensions, investments, and estate and tax planning.
Alistair is passionate about building strong client relationships to ensure clients achieve the future they dream about.
"Alistair Williamson has been my financial adviser for seven years now, and I couldn't recommend him highly enough. I know my finances are in safe hands. "
Jane, Frome
"Alistair has been my financial adviser for 10 years and has been tremendous in helping me plan for retirement. When I retired 3 years ago, his advice on investment and tax planning ensured it went very smoothly."
Bill, Wolverhampton
"We have worked with Alistair Williamson for many years. The modelling for retirement has been invaluable. He is extremely easy to work with and avoids complex financial jargon which is helpful in understanding our options. We really trust his judgement. "
Vicki, Falmouth
At home...
When he’s not boring anyone who will listen with all things financial planning, Alistair enjoys spending time with his family, playing guitar, travelling to the coast, occasional golf, and the odd game of chess.