Financial Planners Chartered

Our Directors

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Nick Beal – Managing Director

APFS Chartered Financial Planner

Nick has 25 years’ experience of the financial services industry and joined David Williams IFA in 2000. He was involved in the business during his final years of playing rugby for Northampton Saints and remains connected to the club as a board member.

Nick is a Chartered Financial Planner and uses his high level of technical knowledge, combined with the drive and determination needed to succeed in professional sport, to provide a high level of service to his clients.

His skills have contributed significantly to the growth of the business in recent years. As managing director, he is now responsible for the day-to-day running and long term development of David Williams IFA.

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David Sparrow – Executive Chairman

ACII APFS Chartered Financial Planner

David joined the business in 1987 and has been instrumental in developing David Williams IFA to its position today as one of the UK’s leading independent financial planning practices.

With over 25 years’ experience of advising clients personally, his role is now focused on the future evolution of the company. This includes strategic business planning and other project work, where his years of experience can be used to the full.

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Ian Lowe – Director

B.Soc.Sc APFS Chartered Financial Planner

Ian graduated in Maths and Economics from Birmingham University in 1988 and then gained his financial services experience with Standard Life and Clerical Medical before joining David Williams IFA in 1999.

Ian is a Chartered Financial Planner and, in addition to providing excellent service to his clients, he is responsible for the important areas of compliance and staff training. Great emphasis is placed on the development of all of our staff to ensure that we have talented individuals progressing within the business to provide continuity of advice to all clients for the long term.

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Phillip Cox – Director

Dip PFS

Philip has worked in financial planning for over 30 years and joined David Williams IFA in 2002.  Phillip has always specialised in pensions and retirement planning for individuals and companies. He uses his specialist knowledge in this area to help David Williams IFA to match clients with the optimum pension arrangements. As planning ahead becomes ever more important, these skills and experience are vital to our clients to ensure a happy and successful retirement.

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Stephen Womack – Director

APFS Chartered Financial Planner

Stephen joined David Williams IFA in 2013 after a 20-year career as an award-winning financial journalist, latterly helping readers through his columns in the Mail on Sunday newspaper. A Chartered Financial Planner, Stephen is using his unique experience and wide industry knowledge to guide clients in all areas of financial planning. As a director he has particular responsibility for marketing, business development and for the company’s public profile.

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  View the rest of our team here