Today is the launch of the Ward Williams Financial Services
Ltd 15th Anniversary celebrations!! We will be sending a gift to all
of our clients with a card, adopting 10 hedgehogs, providing Knowledge Slots
for our staff, a new 15th Anniversary logo, 15th Anniversary
stickers, marking the achievement with updates on our Website, Twitter and
LinkedIn, cakes, and
maybe the opportunity for a few drinks.
15 years is a long time in the world of Financial Services,
and it has been an interesting journey.
From a standing start in 2003, we now look after
approximately £90M of client assets, and have made a major contribution to the
profitability of the Ward Williams Group. This has been achieved with a top
team of 7 staff - when the company started it was just me on a part time basis,
supported by one of the ladies from payroll.
The 15 years have seen the financial crisis, impressive
stock market gains, historically low interest rates, and huge regulatory
changes. A big thank you to all those who have introduced clients, friends, and
have utilised our services themselves. We are very grateful for our clients’
support, and they have been a major factor in our success.
We have also been able to support a number of Charites,
financially and through practical help, and give a number of young people a
start on the career ladder by offering work experience with the opportunity to
obtain workplace skills.
On a personal note, I have thoroughly enjoyed the last 15
years, have made good friends, and consider myself very fortunate to have had
the support of an excellent team.
Let the celebrations begin!
Cliff Pocock Dip PFS
Director Financial Planning
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