Bristol, West and Wales

Annette Williams
Annette has worked within the Financial Services Industry for over 20 years, gaining a wealth of experience through working for insurance companies and direct with the public via Independent Financial Advisers.  Technical qualifications are an essential part of providing professional advice and she is a DipPFS qualified practitioner. 

Wishing to concentrate on providing holistic financial advice with an ethical and socially responsible bias, she joined Barchester Green in 2005 to promote such investment in and around the Bristol/Gloucester and West Country areas.

G10 Advanced Taxation & Trust

G20 Advanced Personal Financial Planning

CF6 Certificate in Mortgage Practice

CF7 Certificate in Lifetime Mortgages

CF8 Certificate in Long Term Care Planning

Green&Ethical Investment Certificate - UK Social Investment Forum