33 | Q1 2021 Dec21427 Best Wealth Management Firm – Wales With offices in Cardiff and Tenby, Williams Lester Accounting’s range of services are provided by fully qualified and experienced staff who always monitor, advise and review both new and existing clients, to ensure that it provides the right solutions to helps businesses develop and grow. We find out more about the firm from Director, David Poole. Whether you’re starting a new business that wants to get off to a good start or looking for a company that can provide a scalable, packaged, and tailored range of accounting solutions, Williams Lester Accountants (Williams Lester) will be able to help. The firm’s extensive range of services are provided by fully qualified and experienced staff who always monitor, advise, and review both new and existing clients. This ensures that Williams Lester provides the right accounting solutions for your business, as your business develops and grows. “Our brighter approach to accounting means you will always have access to critical financial data,” explains Director, David Poole. “This enables you to make informed decisions to grow your business. As part of your accounting team, our dedicated and qualified staff will be there to support you from day-to-day accounting needs to annual reports.” But accounting services isn’t all that Williams Lester provides. In fact, the firm has recently partnered with modern national independent advisory business, Continuum, which can offer a range of additional products and services for complete wealth management. “We believe that everyone, regardless of how wealthy, should be able to invest their money how they want, where they want, and when they want. But how do you decide?” David elaborates. “By understanding your goals, aspirations, and attitude to risk we will design an investment solution that gives you the best possible chance of achieving your financial objectives.” With vast experience of building long-term wealth, clients can be confident that Williams Lester can provide a personalised and bespoke investment strategy that is designed to meet its clients’ needs in the most suitable and tax efficient way. It is all-too-easy to forget to do the simple things like protecting a family against catastrophe. To this end, Williams Lester can put a protection plan in place that, if the worst should happen, will be able to keep your family afloat and enable them to pay the bills. The State cannot provide more than a basic level of retirement income so it is very much down to the individual to take personal responsibility for their retirement income. “Because we are living longer, we are retired for longer, and the proportion of our lives spent earning is shorter. This means that the earlier you begin saving for retirement the better. Making sure you achieve the type of retirement you have always wanted is not just dependent on how you have planned your finances, but also on when and how you choose to access them.” Estate planning is another string that Williams Lester has on its bow. This highly specialist area can help people protect the wealth that they have worked hard to accumulate so it can be enjoyed by their beneficiaries and not the taxman. Equally, choosing the right mortgage is important and – using the expertise and state-of-the-art technology – a William’s Lester advisor can help choose a mortgage to meet a variety of needs, guiding clients through the whole process. The world of finance is rarely straightforward, however for businesses it can be especially complex. Business owners need to consider not only their own financial position but also that of their employees; changes in legislation and changes in market conditions can have a big effect on a business and its employees. “Dealing with these issues can become a real distraction from the important work of running your business,” elaborates David. “It doesn’t have to be. What if you could offload these responsibilities? What if there was someone you could trust to do it for you and do it right? What if there was a single solution to your business financial and legal requirements? There is. We call it Workplace Solutions.” Workplace Solutions offers a choice of services, addressing five key areas of a business, and which are tailored to suit each individua case. These include workplace protection, workplace pensions, workplace benefits, workplace education, and workplace advice. Recently, Williams Lester was recognised in the SME News Awards and named Best Wealth Management Firm in Wales. This excellent accolade is testament to the hard work of David and team in providing quality wealth management services to the masses. Contact Details Contact: David Poole Company: Williams Lester Accounting Group Ltd Web Address: www.wlaccountants.co.uk
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