
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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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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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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Rachel Coowar
APFS – Chartered Financial Planner
Rachel joined David Williams IFA in 2017, having previously been a financial planner for a London-based firm. Rachel is a Chartered Financial Planner. She is also a Certified Financial Planner and holds the STEP certificate for financial services. Rachel has a lot of experience working alongside wealthy individuals with complex planning needs.
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John Freeman
Adv DipFA – Chartered ALIBF
John joined David Williams IFA in 2018, having previously been a senior advisor with a business in Leicestershire. He advises clients on all aspects of financial planning and has particular experience in working hand-in-hand with accountancy businesses to jointly advise clients.
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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 has a degree in Business and achieved Chartered status in December 2015. He advises clients on all areas of financial planning.
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Jonathan Moore
APFS – Chartered Financial Planner
Jonathan started his career in financial services with David Williams IFA in 2014. He has gained experience in a variety of roles, including as lead technical assistant to our managing director Nick Beal. Jonathan is now advising clients alongside his role as one of our pension technical specialists.
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Will Palmer
APFS – Chartered Financial Planner
Will is an accomplished adviser who joined David Williams IFA in 2022. He has detailed knowledge of retirement, tax and inheritance planning. Will previously worked for eight years at a national advice firm where he specialised in advising families and high net worth clients with complex planning needs.
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Christopher Howard
DipPFS – Financial Planner
Christopher joined the company in 2018. He has been working in financial services since 2001 and qualified as an adviser in 2007. Christopher has experience with firms in Northamptonshire, Buckinghamshire and Leicestershire and advises on all aspects of financial planning.
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Geoff Howes
DipPFS - 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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Louisa Stretton
DipPFS - Financial Planner
Louisa joined David Williams IFA in January 2019 having previously been an adviser for a national wealth management firm. She has been working in financial services for more than seven years, and is experienced in advising clients across Britain on pensions, investments and financial planning matters.
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Robert Jaggard
DipPFS - 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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Rory Burrough
DipPFS - Financial Planner
Rory joined David Williams IFA in 2020. He has more than a decade’s experience as an adviser having previously worked for a national wealth manager, advising clients and professional partners, on investments, inheritance, pensions and trusts.
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Andy Lubbock
DipFA - Financial Planner
Andy joined David Williams IFA in 2015 after a long career with a leading pensions and insurance provider, where he worked closely with independent advisers. Andy is now using this knowledge and experience to advise his personal clients.
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Adam Ruane
DipPFS – Financial Planner
Adam joined David Williams IFA in 2021. Prior to joining us, he had worked for over 15 years in advisory roles for a number of national firms. Adam advises a wide range of clients, with particular experience of helping people approaching retirement.
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Alex Awenat
DipPFS - Financial Planner
Alex joined David Williams IFA in 2016 and developed his skills supporting clients of Nick Beal, Rachel Coowar and Alison Davies before completing his professional qualifications and then moving into an advisory role. He loves engaging with clients to help them achieve their goals.
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