Sam Williams
Chartered FCSI, DipPFS
I became one of the youngest Chartered Wealth Managers in the UK at just 24, and in early 2022 was awarded with the highest accolade available in Private Client Wealth Management – the status of Fellow of the Chartered Institute for Securities and Investment (CISI).
Specialisms:
- Business owners
- Accountants
- Sports professionals
About
Originally from a Navy background, a change in career due to injury led me to pursue an already growing interest and noticeable aptitude in finance. I went on to become a discretionary fund manager with a national stockbroking firm – giving me a firm footing in the world of corporate finance and setting my new career path. I continue to gather skills and knowledge in a broad range of personal and business financial settings.
I set up my own Practice, Crescent Wealth Management in 2016, firstly in Bath (near The Royal Crescent, hence the name) and then relocating to Exeter, and in March 2024 Crescent Wealth Management merged with Maskery Wealth Management. My Business and Private Clients span across the whole of the South West and into London. I specialise in the complex world of business financial planning alongside wealth management for professionals and their families.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
