Chris Williams Email & Phone Number
Managing Director @ Third Financial
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Chris Williams Location
- Bristol, England, GB
Chris Williams Work
- Managing Director @ (September 2024 - Present)
- Executive Director @ (March 2024 - Present)
- Proposition Director @ (March 2022 - Present)
- Head of Wealth Propositions @ (February 2018 - February 2022)
- Head of Digital Advice @ (February 2016 - February 2018)
- Non Executive Director @ Institute of Financial Planning (October 2012 - August 2016)
- Founder and CEO @ (September 2013 - February 2016)
- CEO - Financial Planning @ Ashcourt Rowan (March 2010 - September 2013)
- Director @ (March 2001 - March 2010)
- Independent Financial Adviser @ Sedgwick IFC (February 1997 - March 2001)
Chris Williams Education
- The London School of Economics and Political Science (LSE)
AI Leadership Accelerator
2026-2027 - Aston Business School
Master of Business Administration - MBA (Business Administration and Management, General)
2019-2021 - Chartered Management Institute
Chartered Manager (Organizational Leadership)
2019-2021 - Cranfield School of Management
High Performance Leadership
2011-2012
Chris Williams Skills
- Sales Management
- Proposition Development
- Client Development
- Investment Strategies
- Personal Finance
- JavaScript
- Integration
- Pensions
- Wealth Management
- Wealth
- Microsoft Office
- Profit Maximization
- Pension Funds
- Financial Analysis
- Investment Advisory
- Employee Benefits
- Strategic Leadership
- Asset Allocation
- Asset Management
- Strategic Financial Planning
- Finance
- Inheritance Tax Planning
- Investments
- Wealth Management Services
- Business Development
- Financial Services
- Strategy
- Investment Management
- Income Protection
- Financial Advisory
- Value Propositions
- Retirement Planning
- Operational Efficiency
- Financial Planning
- High Net Worth Individuals
- Retirement
- Branch Management
- Consumer Lending
- Small Business Lending
- Mortgage Lending
- Retail Banking
- Loans
- FHA
- Mortgage Banking
- Loan Origination
- Mortgage
- Mortgage Industry
- Home Equity
- Credit
- Refinance
- Residential Mortgages
- Banking
- Lines of Credit
- Hiring
Chris Williams Summary
- Chris Williams, based in Bristol, England, GB, is currently a Managing Director at Third Financial. Chris Williams brings experience from previous roles at Dunstan Thomas (DT), Nucleus Financial, HSBC Retail Banking and Wealth Management and Nationwide Building Society. Chris Williams holds a 2026 - 2027 AI Leadership Accelerator @ The London School of Economics and Political Science (LSE). With a robust skill set that includes Sales Management, Proposition Development, Client Development, Investment Strategies, Personal Finance and more. Chris Williams has 4 emails on RocketReach.
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