Financial Planners Chartered

Our Financial Advisers

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Ian Bushby

FPFS Chartered Financial Planner

Ian joined David Williams IFA in December 2012, having been in financial services for 25 years. He is a Chartered Financial Planner and Fellow of the Personal Finance Society. Ian has a wide knowledge of, and experience in, dealing with group benefits as well as commercial and personal financial planning.

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Nick Discombe

FPFS Chartered Financial Planner

Nick joined David Williams IFA in January 2008 as a consultant. He has almost 20 years’ experience advising clients on all aspects of financial planning. Nick is a Chartered Financial Planner and a Fellow of the Personal Finance Society.

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Alison Davies

APFS Chartered Financial Planner

Alison joined David Williams IFA in 2004 and has over 20 years’ experience of financial services. Alison is a Chartered Financial Planner and holds additional mortgage advice qualifications. She is dedicated to providing clients with a first class service in all areas of financial planning.

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Daniel Slack

APFS Chartered Financial Planner

Daniel joined David Williams IFA in June 2006. 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.

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Mark Sparrow

APFS Chartered Financial Planner

Mark has worked for David Williams IFA since 2010 gaining experience through a variety of roles. Mark holds a Mathematics and Management degree and has been advising clients since 2013, qualifying as a Chartered Financial Planner in 2015.  He advises clients on all areas of financial planning.

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Nick Joyner

FPFS Chartered Financial Planner

Nick joined David Williams IFA in September 2016, having been in financial services for over 15 years. He is a Chartered Financial Planner and Fellow of the Personal Finance Society. He advises on all aspects of financial planning and is focused on ensuring that all clients receive a high level of service.

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Geoff Howes

Dip PFS - Financial Planner

Geoff joined the company in 2001 and has more than 25 years’ experience in financial services. 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.

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Robert Jaggard

Dip PFS - Financial Planner

Robert joined David Williams IFA in April 2007 from a senior role in a national wealth management firm. He has been working in financial services for over 25 years, using this vast experience to assist his clients in achieving their financial objectives.

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Matthew Cox

APFS – Chartered Financial Planner

Matthew joined David Williams IFA in September 2012 after working for two years in the financial services department of a top 10 accountancy firm. He works as part of the team supporting Nick Beal and his clients.

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  View the rest of our team here