Pat Williams
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Pat’s financial services career started in 1976 when she took on the role of Office Manager at a small brokerage in Wickham Square. She quickly progressed to advising on mortgages and life assurance and over the years has increased her qualifications and amassed a wealth of experience in key areas including investment management and pre and post retirement planning.
In 1997 Pat and her colleague Steve Webb set up their own company, Meon Valley Financial Planning Limited, which was born out of a desire to offer something different – to really add value to their clients’ lives.
Following 10 successful years the trading name of the company was changed to Retirement and Investment Solutions to reflect their specialism in advising clients at the most crucial time of their lives - retirement. Steve and Pat’s individual strengths complement each other well and with the help of all the team have a business that they would be pleased to be clients of.
I have a love for life and feel extremely lucky. I have been happily married for over 30 years and we have one Son, who is currently living on a Greek Island – which is quite fortunate as it means that we have a good excuse for visiting such a beautiful part of the world on a regular basis. Being an “empty nester” means that outside of work I have time to go to the gym before work, continue my study of the French language, socialise with my friends and oh so many other things....”
Qualifications
- Financial Planning Certificate
- Mortgage Advice Qualification
- Lifetime Mortgages
- Long Term Care Insurance
- Pension Income Options
