Who We Are?

We are financial planners in Manchester City centre

About Us.

Curious About Our Culture?

At W&Co. Financial Planning, we like to keep things simple. We don’t need to make financial services any more complicated than it needs to be. For us, it is less about products and more about support; we work with our clients to find a clear path and help them and their families to find future prosperity

We establish long-term relationships based on trust and common principles, offering reassurance and guidance our clients. We take these relationships seriously and the W&Co. team are committed for the long-term, often for life and on to future generations, providing financial peace of mind for our clients, their families, and their businesses.

Don’t worry that everything is in a muddle or that the paperwork is confusing and jumbled, we are here to create clarity in the opaque, simplify the baffling and answer all the questions you may have.

senior adviser

Gareth Williams

Gareth has over 30 years’ experience in the financial world and has built the Practice from scratch since 2000. Gareth will work with you, thinking outside of the box to simplify your finances and find the best solution for you and your family.

practice manager

Jonnie Veitch

Jonnie has an in-depth knowledge of the processes and systems both at St. James’s Place Wealth Management and W&Co. Working closely with our team of administrators, Jonnie ensures everything is acted upon promptly and efficiently.

operations manager

Caroline Jones

Caroline keeps everything ticking over in the office, ensures everyone is on track and manages the day-to day running of W&Co.

paraplanner

Danielle Dixon

Danielle has many years of paraplanning experience and is an indispensable member of the team. She works closely with Gareth, assisting him with collating the advice we give to our clients.

practice administrator

Finton Wheatcroft

Finton joined W&Co in March 2023 as practice administrator.

marketing consultant

Chloe Robbins

Chloe is our dedicated Marketing Consultant who keeps our community updated, ensures we keep in touch through events and spreads the word from W&Co.