Our People

Our people are very important to us, as is making certain we provide you with the best possible professional financial advice. Below is a short biography for each of our colleagues together with their contact telephone numbers. For further contact details please see our "Contact Us" page.

Steve Williams DipFA, Director / Practice Principal

Tel. 01792 480001
Email. steve.williamstheopenworkpartnership.com

Joined financial services industry in 1985. Established his own business in 1986. Fully qualified financial adviser and member of the Personal Finance Society. Licensed for Pensions, Investments, Annuities, Protection, Mortgages and General Insurance.

Welsh Speaking

Anne Louise Morgans DipFA, Senior Financial Planning Consultant

Tel. 01267 241779
Mobile. 07974266132
Email. anne.louisetheopenworkpartnership.com

Began her career in Financial Services in 1998. A fully diploma qualified financial adviser, licensed to advise on Pensions, Investments, Mortgages, General Insurance and Protection.

Lyndon Staples, Financial Adviser

Tel. 01792 480001
Email. lyn.staplestheopenworkpartnership.com

Joined Financial Service Industry in 1981. Later becoming a manager at Allied Dunbar, Guardian Royal Exchange and Royal Life.

Specialising in the mortgage and family protection market, with special emphasis on self-builds.

Lloyd Williams BSc (Hons), CeMAP, DipRBCB, DipFA, Financial Adviser

Tel. 01792 480001
Email. lloyd.williamstheopenworkpartnership.com

Worked in the Financial Services Industry since 2012. Prior to joining The Steve Williams Practice Ltd he worked for a local Building Society, achieving the post of Branch Manager specialising in bespoke mortgages
including self-builds and semi commercial properties.

Welsh speaking.

Kay Hunt, Practice Manager / Protection Consultant

Tel. 01792 480001
Email. kathleen.hunttheopenworkpartnership.com

Started as a Financial Adviser with Allied Dunbar in 1987.

Switched to managing ‘The Steve Williams Practice’ in 1989. Responsible for client management, mortgage processing and computer support within the Practice.

Amanda Roberts, Business Development Manager

Tel. 01792 480001
Email. amanda.robertstheopenworkpartnership.com

20 years experience in the banking sector including advising clients on all aspects of financial planning. Specialist in creating and maintaining excellent client relationships and delivering outstanding customer service.

Fluent Welsh speaker.

Debbie Martin, Administrator

Tel. 01792 480001
Email. debbie.martintheopenworkpartnership.com

Has been associated with the Practice for over 30 years and joined as an Administrator in 2020. responsible for day to day administration.