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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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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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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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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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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Stuart Plows
DipFA - Financial Planner
Stuart has more than ten years of experience in the financial services industry. He joined David Williams IFA in 2017, initially providing technical support to other advisers. Stuart is now providing personal advice to a growing number of his own clients.
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