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
Steve Williams DipFA, Director / Practice Principal
Tel. 01792 480001
Email. steve.williamsopenwork.uk.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
Kevin Roberts LIBF DipFA
Kevin Roberts LIBF DipFA, Senior Financial Planning Consultant
Tel. 01792 480001
Mobile. 07540 520654
Email. kevin.robertsopenwork.uk.com
Started his Financial Services career in 1988. Worked for large UK and International financial institutes. Previously a private banking specialist dealing in high net worth clients. Expertise in Portfolio Construction and Management, Specialist Trusts, Retirement Planning and Inheritance Tax Mitigation.

Welsh Speaking
Anne Louise Morgans DipFA
Anne Louise Morgans DipFA, Senior Financial Planning Consultant
Tel. 01267 241779
Email. anne.louiseopenwork.uk.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.
Jan Goodwin
Jan Goodwin, Financial Adviser
Tel. 01792 480001
Email. jan.goodwinopenwork.uk.com
Joined Financial Services Industry in 1984 as a Financial Adviser.
Now specialising in the protection market and general insurance.
Lyndon Staples
Lyndon Staples, Financial Adviser
Tel. 01792 480001
Email. lyn.staplesopenwork.uk.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.
Jessica Cole Cert CII (MP)
Jessica Cole Cert CII (MP), Financial Adviser
Tel. 01792 480001
Email. jessica.coleopenwork.uk.com
Began her career in financial services in 2014.

Responsible for advising clients on Mortgages, Protection and General Insurance. In addition, is also responsible for office administration.
Ralph Morgans
Ralph Morgans, Senior Protection Consultant
Tel. 01267 241779
Email. ralph.morgansopenwork.uk.com
33 years experience of advising clients the length and breadth of Wales. He previously fulfilled a successful career in the Royal Navy where he began at the age of 15. Ralph had his own Financial Services Practice in Carmarthen before joining ‘The Steve Williams Practice’ as an adviser.

Fluent Welsh speaker.
Kay Hunt
Kay Hunt, Practice Manager / Protection Consultant
Tel. 01792 480001
Email. kathleen.huntopenwork.uk.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
Amanda Roberts, Business Development Manager
Tel. 01792 480001
Email. amanda.robertsopenwork.uk.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.
Ken Griffiths
Ken Griffiths, Business Relationship Manager
Tel. 01792 480001
Email. ken.griffithsopenwork.uk.com
Became a self-employed financial adviser in 1986 after being a building society manager for 6 years. Successfully ran his own financial services practice until joining The Steve Williams practice in 2016 specialising in Protection.

In 2018 Ken became a Business Relationship Manager after retiring from advising.

A fluent welsh speaker.

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