Financial Planners Chartered

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DWIFA rides for Hope

Category Archives: Latest News

Celebrating a successful ride

DWIFA rides for Hope

An intrepid team from David Williams IFA have successfully completed a 240-mile charity cycle ride to Belgium and raised over £8000 in the process. Ten staff from the company joined the Ride for Hope 2017, a three-day ride from Northampton to Ypres. They completed the epic journey on July 8, riding together over the finishing […]

DWIFA

Golfers club together to support DEBRA

A CHARITY helping children with a debilitating skin condition has received £4,000, thanks to the generous support provided through David Williams IFA and the company’s clients. The company’s 2016 Charity Golf Day on September 7th raised money for DEBRA, the national charity which supports those with Epidermolysis Bullosa (EB). EB is a group of genetic […]

Nick Beal

Nick Beal becomes Managing Director at David Williams IFA

DAVID WILLIAMS IFA is delighted to announce the appointment of Nick Beal as Managing Director. Nick will oversee the next stages in the company’s evolution and growth. Nick has been a key part of David Williams since 2000, helping the business become Northamptonshire’s largest firm of Chartered Financial Planners. The firm now has 14 advisers, […]

Stephen Womack APFS

Budget boost for savers prompts fresh thinking

  By Stephen Womack, Chartered Financial Planner at David Williams IFA SAVERS AND INVESTORS are set to profit from a raft of Budget changes, as the Chancellor retreated from plans to strip top earners of pension tax breaks. The Budget signals new opportunities for higher earners and their families to plan for the future, with […]

Matthew Cox

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 […]

Nick Beal, director of David Williams IFA

Generating better returns on your corporate deposits

  By Nick Beal, director of David Williams IFA THE LATEST pronouncements on interest rates should prompt company directors to ask if their corporate reserves are working as hard for the business as they could be. The Bank of England’s November inflation report and the latest musings of the Monetary Policy Committee, suggest it could […]

Stephen Womack APFS

Clock ticking on new pension tax rules

  By Stephen Womack, Chartered Financial Planner DIRECTORS, partners and other higher earners face a big shake up in pension rules which could limit their ability to save for retirement. Savers can currently pay up to £40,000 per tax year into pensions and earn valuable tax relief. This money can come from personal contributions or […]

DWIFA

Golfers club together for cancer charity

A NORTHAMPTONSHIRE-based charity helping children with cancer will receive more than £4,000, thanks to the generous support provided through David Williams Independent Financial Advisers and their clients. The company’s 2015 Golf Day on September 9th raised money for NC TLC Trust, which provides practical help and support to children who have been diagnosed with cancer […]

Nick Beal, director of David Williams IFA

Expert advice essential after Budget tax shocks

Individuals and businesses will need the right advice to limit the tax increases they now face, following a radical summer Budget from George Osborne – writes DWIFA director Nick Beal. The Chancellor plans to raise almost £50 billion in new taxes over the life of this Parliament, with higher earners and business owners set to […]

Mark Sparrow

Exam success brings a Chartered reward

David Williams IFA is delighted to announce that yet another of our consultants has become a Chartered Financial Planner. Mark Sparrow 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 […]