SLD Wealth, Partner Practice of St James’s Place, have appointed a new adviser as part of their growth strategy. Craig Williams joins the company as the fourth wealth management adviser and widens our customer reach by being based in a new Swansea location.
Craig is an experienced adviser who takes pride in delivering trusted, holistic financial advice. His clients include a wide range of individuals and businesses.
On joining the team Craig said “Having previously worked as an Independent Financial Adviser, I was delighted to accept an invitation join SLD Wealth. I have no doubt that the experienced and well respected local team, along with the backing of St. James's Place enables me to offer an enhanced proposition to my clients.”
Mel Davies, Managing Director of SLD said; “We are delighted to have another talented and professional individual join our expanding team. Having a presence in both Cardiff and Swansea strengthens our commitment to providing all our clients with a one to one, personalised service.”
The services provided by SLD cover all areas of wealth management, including, retirement planning, wealth protection, savings and investment planning. To book an appointment with one of our financial advisers, please contact SLD Wealth on: 02920 665205.