Our Financial Advisers

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.