Williams Investment Management LLP

Name: Williams Investment Management LLP
Address: 34 Victoria Avenue, Harrogate, North Yorkshire, HG1 5PR, GB
Telephone: 01423 705123
Price range: $$

aka Williams Investment Management, Williams Investment Management LLP

Authorised FRN 403210

About

Williams Investment Management LLP was established to provide traditional long-term investment management services. We resolutely maintain traditional values and a commitment to putting clients’ interests first. We manage client capital in exactly the same manner in which we manage our own and concentrate on absolute returns.

Source: williams-im.com

Contact & Location

Address

34 Victoria Ave, Harrogate HG1 5PR, UK

More advisers in North Yorkshire

Phone

01423 705123

Website

williams-im.com

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Specialisms

Wealth Management Investments Pensions Retirement

Regulatory Information

FRN: 403210
Status: Authorised
Date Authorised: 3 May 2005
Years Authorised: 20 years
Regulator: FCA
Disciplinary Record: Clean Record

FCA Permissions (10)

Show all permissions

✓Agreeing to carry on a regulated activity
✓Sending dematerialised instructions
✓Causing dematerialised instructions to be sent
✓Safeguarding and administration of assets (without arranging)
✓Managing investments
✓Making arrangements with a view to transactions in investments
✓Dealing in investments as agent
✓Arranging safeguarding and administration of assets
✓Arranging (bringing about) deals in investments
✓Advising on investments (except on Pension Transfers and Pension Opt Outs)

Companies House

Company Number: OC307706
Company Status: Active
Incorporation Date: 20 April 2004
Directors: 0
Accounts Category: Full
Last Accounts Filed: 31 March 2025

Team (11)

William James Palmer
Approved
Duncan Williams
ApprovedCertified
John Newsome
ApprovedCertified
Denis Kaye
ApprovedCertified
Valerie Irvine Wade
Certified
Abigail Ostler
Certified
Charles Neil Thompson
Certified
Emma Chisholm
No longer required
Robert Ash
No longer required
Steven John Wild
No longer required
Carl James Bushby
No longer required

Quick Facts

Harrogate, Yorkshire and The Humber
20 years FCA-authorised
15 registered individuals
4 specialisms
10 FCA permissions
CH OC307706

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Data Sources

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This listing is auto-generated from publicly available data on the FCA Financial Services Register and Companies House. approval.co.uk does not endorse or recommend this adviser or firm. Verify current authorisation status at register.fca.org.uk.