Our Team

"A True Financial Partnership Based on Trust and Mutual Respect"

At Williams Wealth Consultancy we pride ourselves in the strength and depth of knowledge, skills and experience within our team.

Dean Williams


Anna-Liese Acklam

Operations Manager

Sarah Rose

Chartered Financial Planner

Alan Learmonth

Financial Adviser

Carol Rushworth

Financial Adviser

Michael Zaman

Financial Adviser

Alex Cork

Head of Technical Support

Lauren Halliwell

Practice Manager

Kellie Hockley

Client Support Manager

Megan Wright

Client Support Specialist

Megan Rose

Graduate Client Support Specialist

John Sherrard

Business Development Manager

Sharon Moore

Performance Manager

Will Tomlinson

Paraplanner / Technical Support

Rosie Small

Client Service Specialist

Ethan Deverson

Client Support Specialist

Send Us A Message

Please only fill in the phone field if you wish for us to call you. Otherwise we will contact you via email.

The Partner together with St. James's Place Wealth Management plc are the data controllers of any personal data you provide to us. For further information on our uses of your personal data, please see the Partner's Privacy Policy or the St. James's Place Privacy Policy