Committee and Staff Biographies

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Derek Williams MLIA

Derek is a partner in the Derek Williams Partnership and has over 35 years experience in all aspects of financial planning.  He is a past chairman of ACFA and also belongs to the Chartered Insurance Institute, the Association of Independent Financial Advisers (AIFA), Independent Financial Advisors Promotions Ltd (IFAP) and IFACare (for IFAs, who specialise in long-term care planning).

From 1980 much of his work focussed on financial planning for executives, and indeed this is an area of work that continues.  However, since 1991 he has specialised in helping people who have needed to fund their own care fees produce more income without increasing income tax, protecting their assets so that they may 'cascade down' to the next generation. Work within this field started after seeing many distressing cases, where elderly people had received inadequate and even disastrous advice when moving into care.  

Derek is Treasurer of his local church and a Trustee Director of the charity Personal Choice (Care for the Elderly).


Derek Williams MLIA
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