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Ashleigh Williams


Ashleigh joined the Financial Services team in November 2015.  She has always worked in the financial industry having previously worked at NatWest bank and a local financial planning company where she qualified as a Paraplanner with a Certificate in Financial Services.  Ashleigh is currently studying towards her Diploma in Financial Planning in order to become a qualified Independent Financial Adviser.

As a Paraplanner and Trainee Financial Adviser Ashleigh is not just studying outside of work hours but experiencing what it is like to be a Financial Adviser by shadowing our team.  She works closely with our team of advisers and our planning assistants to support the day-to-day running of the Financial Services department.

Ashleigh lives in Carlisle and outside of work, when she is not studying, she enjoys going on holidays as she loves to travel.