Robert Jaggard- Dip PFS - Financial Planner
Robert joined David Williams IFA in April 2007 and has been working in the financial services industry for over 25 years. He previously worked for a well known bank-assurer for over 23 years as a Wealth Management Advisor and more recently as an Area Sales Manager looking after a team of financial consultants. Robert has a considerable amount of knowledge and experience which he uses to assist his clients in achieving their financial objectives.
Nick Discombe -Dip PFS - Financial Planner
Nick joined David Williams IFA in January 2008 as a consultant, and has become a valued member of the team with over 12 years experience of the financial services industry. He advises clients on all aspects of financial planning, and is currently studying hard for his individual Chartered Financial Planner status which he hopes to achieve in the near future.
Alison Davies – Dip PFS - Financial Planner
Alison joined David Williams IFA in 2004 and has 17 years experience within the industry. Previously heading up our Mortgage Department, Alison has recently obtained her Diploma and has become our first female adviser. She has gained valuable experience working alongside David Knight in order that she will be able to provide our clients with a first class service in all areas of financial planning.
Geoff Howes – Dip PFS - Financial Planner
Geoff joined the company in 2001 and has been working in the financial services industry for over twenty five years achieving Diploma status in 2010. As well as advising his own private clients he also looks after the day to day running of Group Pension and Life Assurance Schemes for several companies.
Daniel Slack – Dip PFS – Financial Planner
Daniel joined David Williams IFA in June 2006 initially gaining valuable experience working alongside Nick Beal. He advises on all aspects of financial planning and is passionate about ensuring his existing and new clients always receive a high level of service.
Claire Reeves – CeMap 1,2,3, Equity Release - Mortgage Adviser
Claire joined the company as a mortgage adviser in March 2007 after working for The Alliance & Leicester for 12 years She heads our department and is qualified in all aspects of mortgages including Equity Release.
Mark Sparrow – Cert PFS – Registered Adviser
Mark has progressed quickly to become a registered adviser. He works with Nick Beal and his clients providing valuable back up and gaining the experience needed to enable him to progress in his career with David Williams.