Williams Birley Wealth Management

Williams Birley Wealth Management
6 Nicholas Street
Chester
CH1 2NX
Tel: 01244 403300
Fax: 01244 317673
Email
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What sets us apart

Chartered Financial Planners

The Chartered Insurance Institute (CII) has awarded the prestigious ‘Chartered Financial Planners’ title to Williams Birley Wealth Management LLP.

Chartered status is an exclusive title only awarded to firms which meet rigorous criteria relating to professionalism and capability. All Chartered Financial Planners commit to the CII’s Code of Ethics & Conduct reinforcing the highest standards of professional practice in their business dealings.

To date only just over 200 firms have achieved Chartered status, indicating that this is a highly exclusive award reserved for the leading firms within the financial advice market.*

*Source - www.cii.co.uk

Exclusivity

Our clients have exclusive access to St. James’s Place Wealth Management’s distinctive investment management approach
At St. James’s Place we recognise that no single investment house has a monopoly on investment expertise. Hence, we provide access to a carefully selected group of external managers of outstanding ability to manage our range of funds
The external fund managers are closely monitored by our Investment Committee on behalf of our clients
The Investment Committee is assisted by Stamford Associates Ltd, a leading international investment consultancy, who provide independent advice on the selection and monitoring of investment managers
Our emphasis is on developing a long term relationship with our clients, providing a trusted source of advice as their financial needs change over time

Aled Williams & Andrew Birley more

Meet the Team more

Service Charter more