Kim Williams

Financial Planning Director

Professionally

Kim has been with the firm since 1997, back when it was still known as Spofforths. She works with clients both at the initial stage and on an ongoing basis, developing long-term financial plans to meet a range of client objectives.

Kim’s day to day involves everything from creating financial plans to checking reports and meeting with clients. She also ensures our Sussex region runs smoothly.

Specialisms

  • Pensions & divorce
  • Trusts
  • Retirement planning
  • Investment
  • Tax planning

qualifications

  • Diploma in Financial Planning (DipPFS)
  • Chartered Financial Planner (APFS)
  • Certificate in Life & Pensions
  • Certificate of Pensions Automatic Enrolment

Personally

Outside of work, Kim enjoys socialising, swimming and being with friends and family.

Kim in the spotlight

My favourite holiday destination / activity is:
Going to our family home in Cyprus
My proudest accomplishment is:
I’m a proud mum of two amazing kids
Canterbury & Central Postal Address:
Graylaw House
20 - 22 Watling Street
Canterbury
Kent
CT1 2UA
Horsham Address:
Springfield House
Springfield Road
Horsham
West Sussex
RH12 2RG
London & Registered Office Address:
3 Gough Square
London
EC4A 3DE

Contact us

Get in touch today to discover how we may be able to assist you.