Sally Williams Email
Chief of Staff @ Money Means
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Sally Williams Location
- Birmingham, GB
Sally Williams Work
- 2026 -now Chief of Staff @
- 2024 -2026 Financial Planner and Money Coach @
- 2013 -2023 Senior Paraplanner - Chartered and Certified Financial Planner @
- 2005 -2013 Consultant - Chartered and Certified Financial Planner @
- 2005 -2005 Technical Adviser @
- 2002 -2005 Paraplanner @ Provest Financial Planning
- 2000 -2001 Administrator @ Caroline Banks & Associates Ltd
Sally Williams Education
- Sheffield Hallam University
BA (Hons) (Financial Services)
1998-2002 - Hitchin Girls School 1991-1998
Sally Williams Skills
- Portfolio Management
- Financial Advisory
- Strategic Financial Planning
- Investment Strategies
- Investments
- Inheritance Tax Planning
- Paraplanning
- Pensions
- Retirement
- Investment Advisory
- Asset Allocation
- Income Protection
- Retirement Planning
- Wealth Management
- Protection
Sally Williams Summary
- Sally Williams, based in Birmingham, GB, is currently a Chief of Staff at Money Means. Sally Williams brings experience from previous roles at Money Means, Charles Stanley & Co. Limited, BROADSTONE Pensions and Investments and Cavanagh Wealth Management. Sally Williams holds a 1998 - 2002 BA (Hons) in Financial Services @ Sheffield Hallam University. With a robust skill set that includes Portfolio Management, Financial Advisory, Strategic Financial Planning, Investment Strategies, Investments and more. Sally Williams has 2 emails on RocketReach.
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