Williams Wealth Consultancy
About us
Williams Wealth Consultancy in Partnership with Söderberg & Partners Financial Planning.
IN PARTNERSHIP WITH Söderberg & Partners Financial Planning
About Söderberg & Partners Financial Planning
At Söderberg & Partners Financial Planning, we believe in building lasting relationships rooted in openness, personal service, and transparency. When your advisor is part of our network, they can focus on what matters most: you.
By minimising administrative tasks and risks through advanced technology used across Europe, we empower our advisors to spend more time understanding your unique goals and delivering tailored solutions. We also know that great outcomes depend on great communication – so keeping you informed, involved, and confident at every stage is central to how we work.
As part of a leading organisation, you enjoy the advantages of scale – access to expertise and resources – while your advisor remains personal, and dedicated to delivering strong client outcomes and helping you reach your financial goals with genuine care.
Behind your advisor stands a leading European financial services group with a strong track record. Founded in Sweden in 2004 as a team of nine analysts, Söderberg & Partners has grown into an organisation of over 5,590 employees across eight countries, with £95 billion in assets under advice, turnover of £973 million, and £6.8 billion in gross written premiums (2025). The group’s ownership is shared between Mr. P-O Söderberg, the founders and management, and two renowned international financial investors – KKR & TA Associates.
For thirteen consecutive years, the group has been rated number one for customer satisfaction in its home market – a reflection of the same commitment to quality, openness, and personal service that defines how we work in the UK. Söderberg & Partners entered the British market in 2024, investing in and partnering with financial advisers to help them deliver real value to their clients.
* Figures from Söderberg & Partners’ 2025 annual report.
** Figures per category are rounded to the nearest SEK 10 billion. Financial figures are reported in SEK, the company’s reporting currency, and have been translated into GBP using a fixed year-end 2025 exchange rate of 1 GBP = 12.4031 SEK for all periods.
About us
People first, from the very beginning.
Financial Advice built around you, your life and what matters most.
Founded by Dean Williams in 2011, Williams Wealth Consultancy has grown into an established, financial planning practice based at Burton Waters in Lincoln. While the business has grown over the years, our approach has remained the same: to put people first, build lasting relationships and provide advice that genuinely makes a difference.
We’re a friendly, approachable team who believe good financial planning starts with a conversation. We take the time to understand you, your circumstances and what you want your money to help you achieve. Whether you’re building financial security for the first time, protecting the wealth you’ve built, planning for retirement or navigating a major life change, we’re here to help you make informed decisions with confidence.
What matters most to us is the relationship, not the size of the portfolio behind it. We work just as closely with people building and protecting their financial future for the first time as we do with high-net-worth clients and business owners planning for retirement. Every client receives the same considered, attentive and tailored service, because we know that no two people, circumstances or financial goals are the same.
Our relationship with you doesn’t stop once a plan is in place. Life changes, priorities evolve and new opportunities arise. That’s why we believe in keeping in touch, meeting regularly and reviewing your financial plan to ensure it continues to keep you on track towards the goals that matter to you. We aim to be your trusted financial planner throughout your journey.
Based in Lincoln, we’re proud to support individuals, families and businesses across Lincolnshire and beyond. Whether you’re just around the corner or elsewhere in the UK, we’re always happy to have a conversation about how we can help.
In 2026, we joined Söderberg & Partners Financial Planning – a partnership that brings forward-thinking technology and a comprehensive investment proposition, giving our advisers more time to spend exactly where it matters most: with our clients.
As we look to the future, our commitment remains the same: personal service, trusted relationships and doing right by the people we work with. Under Dean’s leadership, were continuing to develop our team, nurture the next generation of advisers and build a practice our clients can rely on for years to come.
Growing within
From growing within, to help you grow beyond
Some of the best advisers at Williams Wealth Consultancy did not start out as advisers at all. Two members of our advice team joined as administrators, working their way through the practice from Administration and technical support, to sitting their own exams along the way, and becoming the advisers they are today. Another built her own client bank the same way, coached directly by Dean to help grow long-standing relationships of her own through referrals.
We recruit for people, not for CVs. The right values and the right attitude matter more to us than a finished skill set, because we know we can teach the rest. It means our advisers understand and appreciate every part of the practice, from the work behind the scenes to the conversation across the table, because they have done both.
For clients, this has a real benefit: continuity. The person who first got to know your circumstances as part of our support team is often the same person who, years later, sits across from you giving advice — because they have grown alongside the practice, and often alongside you. Relationships built this way tend to last, and that longevity is something we are genuinely proud of.
It is also why our team looks the way it does: a real mix of ages and backgrounds, working side by side, brought together because they care about doing right by clients — not because they fit a mould.
As part of Söderberg & Partners Financial Planning, we are able to keep offering that same career path to the next generation of talent, while giving our clients the confidence that comes from being looked after by people who plan to be around for the long term.