Alistair Williamson
Chartered Financial Planner, Partner
Alistair takes great pride in building long term relationships with his clients, understanding exactly what they want for their futures. With extensive experience in helping clients enhance their relationship with wealth, he ensures they can maintain the lifestyle they desire, without unnecessary concerns about running out of money.
Alistair’s approach involves using detailed cash flow planning to illustrate what clients’ financial futures could look like under different scenarios. This empowers them to take control of their financial decisions and helps guide them towards the most suitable investment solutions, based on their specific financial goals and risk tolerance.
A graduate of the University of Leeds with a degree in Mathematics and Management Studies, Alistair embarked on a career in financial services over 20 years ago. He holds the prestigious Chartered Financial Planner designation, the highest accolade a financial adviser can achieve, and an advanced qualification for pension specialists. His expertise spans pensions, investments, estate planning, and tax.
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.