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Williams Wealth Consultancy

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An experienced team of advisers and professionals dedicated to your financial wellbeing.
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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.

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About Söderberg & Partners Group

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.

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Meet the people behind your plan

Dean Williams

Director and Financial Planner

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Carol Rushworth

Financial Planner

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Megan Rose

Financial Planner/Adviser

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Megan Wright

Financial Planner

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Anna-liese Wright

Operations Manager

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Rosie Small

Client Liaison Manager

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Kellie Hockley

Admin/Paraplanner

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Kelly McKelvey

Client Liaison and Support Specialist

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Chloe Pilkington

Client Support Specialist

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Ellie Marshall

Client Support Specialist

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Lauren Halliwell

Marketing Specialist

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Alfie Williams

Door Greeter & Guest Announcer

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About us

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Meet the team

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Who we help

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Our vision & values

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Our services

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Advice journey

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Insights

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Resources

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Contact

Dean Williams

Director and Financial Planner

Dean is the founder and Director of Williams Wealth Consultancy, establishing the business in 2010 after leaving the army in 1999 and moving into a financial planning career. Dean holds the Diploma in Financial Planning (DipPFS) and has led the firm for over 15 years.

Dean particularly enjoys working with business owners and army veterans, finding a natural connection with like-minded clients. His focus is on being an adviser for life rather than for one occasion, building long-term relationships and creating a bespoke plan for every client.

Outside of work, Dean can usually be found in the gym, travelling somewhere warm, or on the golf course. Young at heart, he loves giving back to the team too, from BBQ hosting to nights out on the town.

Carol Rushworth

Financial Planner

Carol has worked in financial services since 2006 and joined Williams Wealth Consultancy in 2019. She holds the Diploma in Financial Planning and the CF8 Long Term Care qualification.

Carol focuses on building strong, long-term relationships with her clients, helping them with investment, retirement, protection and intergenerational wealth planning. She works with both corporate and private clients, taking care to listen closely to their short and long-term goals.

An avid runner, Carol has completed 13 marathons, with her longest run reaching 55km. You’ll usually find her in her trainers, either racing around virtual worlds on Zwift or off-road trail running – a pursuit that keeps her competitive and sparks fresh ideas.

Megan Rose

Financial Planner/Adviser

Megan joined Williams Wealth Consultancy in 2020 at the very start of her career, working through administration, PA and paraplanning roles before qualifying in 2023. She holds a first-class International Business degree and the CII Level 4 in Regulated Financial Planning, and is working towards holding a Chartered status.

Megan’s approach centres on building genuine relationships and giving clear, supportive advice at a comfortable pace – she particularly enjoys Inheritance Tax planning, and works with clients at every stage of life, from young families to retirees.

Outside of work, Megan was recently married in Ibiza to her husband, Charlie. She’s taken up golf, and has a hidden talent for singing, though kept on the downlow.

Megan Wright

Financial Planner

Megan has worked in financial services for seven years, joining Williams Wealth Consultancy six years ago after starting her career at an independent financial planning firm. She holds the Diploma in Regulated Financial Planning (DipPFS) and aims to hold Chartered Status one day.

Megan enjoys getting to know clients and what matters most to their families, particularly those who feel worried about their finances. She loves using cash-flow modelling to bring a plan to life, and finds it rewarding to show clients they can afford to retire.

Outside of work, Megan keeps active at the gym and has spent six weeks volunteering in rural Nepal, teaching and supporting community projects. Megan has also completed a 15,000ft skydive for Age UK, and is happiest with family, friends and her two dogs.

Anna-liese Wright

Operations Manager

Anna-liese has been in financial services for nearly 20 years, joining Williams Wealth Consultancy as a paraplanner in March 2016, after an earlier career spanning social marketing research and Manager at Barclaycard. She holds a degree in Sport & Exercise Science.

As Operations Manager, Anna-liese blends people and data, leading with kindness, compliance and attention to detail. She firmly believes people are a business’s greatest asset, and brings energy and enthusiasm to everything she does.

Outside of work, Anna-liese enjoys running to keep fit, watching crime dramas, and watching her two children grow. She volunteers with local Rainbows and Brownies groups, and counts Skiathos among her favourite holiday destinations.

Rosie Small

Client Liaison Manager

Rosie joined Williams Wealth Consultancy in 2021 as a Client Liaison Specialist, progressing to Client Liaison Manager, having previously spent three years working in an estate agency.

Rosie manages the client liaison team, ensuring the advisers’ diaries are full of client appointments, while also playing a key role in keeping advisers, clients and staff safe and compliant, and managing the firm’s database.

Outside of work, you’ll usually find Rosie with her head in a book, coffee in hand, or at a Pilates class. Having recently moved in with her boyfriend, she’s taken on the title of Head Chef experimenting with many a recipe, and she loves travelling, especially to visit family in Australia.

Kellie Hockley

Admin/Paraplanner

Kellie has ten years’ experience in financial services, including 18 months with a previous St. James’s Place Partner practice, before joining Williams Wealth Consultancy in March 2018. She is working towards the Diploma in Financial Planning through the CII.

Kellie prides herself on giving clients clear, concise instructions tailored to their needs, with a keen eye for detail and regular updates throughout every step of the process.

Outside of work, Kellie enjoys spending time with her husband and two children, along with their newest addition, Billy the Cavapoo. She also makes time for the gym, catching up with friends, and a good book.

Kelly McKelvey

Client Liaison and Support Specialist

Kelly joined Williams Wealth Consultancy in February 2026 as a Client Liaison and Support Specialist, bringing four years of marketing experience and a First-Class Honours degree in Fashion Marketing from Leeds Beckett University.

Kelly is passionate about people, genuinely enjoying the process of building and strengthening client relationships. Her approach is friendly, proactive and understanding, and what matters most is making clients feel listened to, valued and confident they’re in safe hands.

Rarely one to sit still, Kelly is usually halfway up a hill with her dog, Vera, at a Pilates class, or planning her next adventure – having previously spent three months travelling around Southeast Asia.

Chloe Pilkington

Client Support Specialist

Chloe joined Williams Wealth Consultancy in December 2024 as a Client Support Specialist. Before this, she spent three years at McDonald’s, building valuable customer service experience and confidence working with the public.

Chloe specialises in being a supportive, approachable point of contact for clients, managing advisers’ busy diaries and arranging meetings, and making sure every client feels confident they have someone to turn to when they need help.

Outside of work, Chloe is training for next year’s London Marathon and is a regular at the Saturday Parkrun at Doddington Hall with friends. She also makes sure to get away on holiday with friends every year, with Ibiza being a particular favourite.

Ellie Marshall

Client Support Specialist

Ellie joined Williams Wealth Consultancy in August 2023, and has worked in financial services for three years. She holds a Bachelor’s and Master’s degree in Criminology and Criminal Justice, giving her a sharp, analytical approach to her work.

Ellie specialises in client servicing and processing new business, with a focus on complex cases, ensuring every client has the best possible outcome and experience, and supporting advisers with any queries along the way.

Outside of work, Ellie enjoys reading, painting and watching true crime documentaries. She loves to travel and hopes to see much more of the world in the years ahead.

Lauren Halliwell

Marketing Specialist

Lauren joined Williams Wealth Consultancy in its very early days back in 2013 – just her and Dean – while working through a Business Administration apprenticeship. She has since worked across various roles, spending the last two years as the Marketing Specialist.

Although she doesn’t work directly with clients, Lauren takes pride in ensuring every piece of work makes clients feel valued and builds strong recognition for the brand, with a particular passion for campaigns that drive trust and results.

Outside of work, Lauren regularly volunteers for local causes, from event marshalling to manning water stations. She also enjoys learning new skills on the aerial hoop and silks, or cosying up with a white mocha and a jigsaw puzzle.

Alfie Williams

Door Greeter & Guest Announcer

Alfie joined the Williams Wealth Consultancy team in 2022 and has been an essential part of the office ever since, taking on the important role of Door Greeter and Guest Announcer.

Alfie’s specialism is making every visitor feel instantly welcome – usually with an enthusiastic tail wag and a hopeful nudge for cuddles. He takes his responsibilities seriously and has been named Star Employee of the Month, every month, since he arrived.

Outside of his greeting duties, Alfie’s hobbies include playing fetch, begging for cuddles (who are we to resist?), and generally keeping the whole office entertained.