About Us

We are an independent financial services company established in 1993 by Richard (Ricky) Williams, a CERTIFIED FINANCIAL PLANNER®, who is the recipient of multiple awards and accolades from within the financial services industry and has appeared on various TV shows as a guest speaker.

As a client-focussed entity, we strive to serve our clients, both individuals and corporates, with responsibility and integrity through the strict adoption of ethical processes. It is because of this philosophy that we have forged deep and trusted relationships - often spanning decades – with our clients.

We adhere to responsible, solutions-based investing and wealth management practices always keeping the client’s needs and objectives firmly in our sights.

We are an authorised Financial Services Provider registered with the Financial Sector Conduct Authority (FSCA). We are also Masthead Compliance members who strive to consistently maintain a high level of compliance within our organisation in order to satisfy our clients that they are dealing with professionals who have their best interests at heart. We are also members of the Financial Planning Institute (FPI) of South Africa.  

Ricky Williams, CFP®

Ricky joined Liberty Life as an agent in 1982, becoming an Executive Consultant and remaining there till 1993.

At that time he left and became an Independent Financial Adviser in a partnership called Fisher Williams Associates, where he and Robin Fisher built a successful business. In 1998, the partnership was dissolved in favour of the two principals remaining friends, which they are to this day.

Anfield Investment Planning was born at that time and is today a prominent Wealth Management firm. Ricky is a CERTIFIED FINANCIAL PLANNER® and a member of the Financial Planning Institute.

Bronwyn Williams, CFP®

Bronwyn joined her father, Ricky, in the business as administrative assistant in August of 2012 but moved into the role of  Independent Financial Advisor in May of 2014. 

Bronwyn obtained her Bachelor's degree in Child and Family Psychology from the University of Johannesburg in 2011. In 2014, Bronwyn completed a Higher Certificate in Financial Planning with distinction through Milpark Business School as well as an Advanced Certificate in Financial Planning in 2015. 

Bronwyn has just recently completed her Postgraduate Diploma in Financial Planning through the University of the Freestate (UFS) and has passed the Financial Planning Institute's (FPI) Professional Competency Exam (board exam) in February 2017 and has obtained the designation of CERTIFIED FINANCIAL PLANNER®. 

Evan Williams

       Evan Williams joined his father Ricky and sister Bronwyn at Anfield In            September of 2015 as an administrative assistant.

       Evan originally studied drama and performance through the Trinity                College of London. Evan hopes to continue his studies next year, by              completing a Higher Certificate in Financial Planning.

 


Treating Customers Fairly

We have always prided ourselves in treating our customers fairly. The Financial Services Board (FSB) is increasingly insisting that all advisors behave in this manner. Below you can find the 6 outcomes that the FSB hopes to achieve and that we adhere to as a company.  

Please click on any of the logos below to see how we are involved in this.

  • Customers can be confident they are dealing with firms where TCF is central to the corporate culture
  • Products & services marketed and sold in the retail market are designed to meet the needs of identified customer groups and are targeted accordingly
  • Customers are provided with clear information and kept appropriately informed before, during and after point of sale
  • Where advice is given, it is suitable and takes account of customer circumstances
  • Products perform as firms have led customers to expect, and service is of an acceptable standard and as they have been led to expect
  • Customers do not face unreasonable post-sale barriers imposed by firms to change product, switch providers, submit a claim or make a complaint.

 
 
CFP Pledge               FPI Pledge