Owen Williams

WORK HISTORY

EDUCATION

ABOUT OWEN WILLIAMS

I help people to get a clear view of their financial future. This can help them to retire early or to get their lives back from the corporate treadmill! I generally help Business Owners and Executives who typically lead busy business lives and want to spend more time with the ones closest to them. I can usually help make this happen by telling them the truth about their finances, their need to work/earn and how much they need to do everything they would like to do in the future. For example: A couple came to see me who had been saving in a number of ways towards one day not working. However they didn\'t understand exactly what they needed nor where to place their savings. I was able to interpret the cost of their lifestyle and structure their savings in a such a way that he was able to there and then decide to work part time and then to fully retire in two years time. the clients left with a smile on their face, a weight lifted off their shoulders and wrote me a letter to explain how relieved and empowered they were now feeling on the back of our meetings. All I did was show them the way to their financial independence. There are three parts to my role. Discussing what my clients what they want to do with their time and wealth. Analyse their current financial situation to see if they can achieve these goals. Fine tune their strategy and protect their ability to go away and do what they want to do with their lives. We talk about what we would like the financial future to look like and I then help implement the most efficient plan in order to help get there. Specialties: Investment and Retirement Planning. Helping to make sure you can afford to do the things you want to do in the future. I\'m currently doing lots of work helping people understand the effect of the reducing annual allowances and lifetime allowance for retirement planning.