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.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
Kevin Roberts LIBF DipFA
Kevin Roberts LIBF DipFA, Senior Financial Planning Consultant
Tel. 01792 480001
Mobile. 07540 520654
Email. kevin.robertstheopenworkpartnership.com
Started his Financial Services career in 1988. Worked for several large UK and International financial organisations. Fully qualified financial adviser, licensed for Pensions, Investments, Annuities, and Protection.

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
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
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
Lloyd Williams BSc (Hons), CeMAP, DipRBCB, Relationship Manager
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
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
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.

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