Financial Adviser

Leah Williams

Important information

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On the job

Leah believes in holistic financial planning that takes into account each client’s needs and future goals. She values building long-term relationships and finds great fulfilment in seeing how her work positively impacts her clients’ lives.

With expertise in retirement and investment planning, wealth and risk protection, and business protection, Leah has a particular passion for estate and Inheritance Tax planning. She finds it especially rewarding to create strategies that safeguard her clients’ hard-earned wealth for future generations.

Life beyond work

Leah has been married for 12 years and is a proud mother of nearly twins, who are the centre of their universe. Having met her husband at 18, they have grown through life together. As a family, they enjoy sports, travelling, and socialising with friends – cherishing moments her parents fondly call “filling up the memory box.”