A new Chartered adviser for David Williams IFA
David Williams IFA is delighted to announce that another of our consultants has become a Chartered Financial Planner.
Matthew Cox has been awarded the coveted title after completing his Advanced Diploma in Financial Planning. This tough series of exams is the highest level financial advice qualification and is a pre-requisite for becoming a Chartered Financial Planner.
Matthew joined David Williams IFA in 2012, having previously worked for the financial services department of a top ten accountancy firm.
Nick Beal, director of David Williams IFA, says: ‘We are absolutely delighted with Matthew’s achievement. It reflects the tremendous amount of hard work he has put in to earn the coveted Chartered title.
‘As a Chartered firm, we strongly encourage and support our advisers to push themselves to the highest levels to ensure clients receive the most comprehensive service possible.’
Matthew’s Chartered status means David Williams IFA now has nine Chartered Financial Planners advising and supporting clients. This reinforces the company’s position as Northamptonshire’s most qualified advice firm.