Financial Planners Chartered

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Exam success brings a Chartered reward
Mark Sparrow

Exam success brings a Chartered reward

David Williams IFA is delighted to announce that yet another of our consultants has become a Chartered Financial Planner. Mark Sparrow has been awarded the coveted title after completing his Advanced Diploma in Financial Planning. This tough series of exams is the highest level financial advice qualification and is a pre-requisite for becoming a Chartered […]

Stephen Womack APFS

The real value of advice

INVESTING with the help of an expert financial adviser can add an average of three per cent a year to growth, according to recent research – writes DWIFA consultant Stephen Womack. The world’s biggest mutual fund management group, Vanguard, has concluded that investors who work with a financial adviser typically grow their wealth more quickly […]

Chris Peck

New recruit helps grow mortgage business

Northamptonshire’s leading firm of financial planners is expanding again with the appointment of another specialist mortgage adviser. Chris Peck joined the mortgage department at David Williams IFA Chartered Financial Planners in April, bringing a wealth of experience and new ideas to the firm’s mortgage team. The recruitment of a fifth mortgage and life assurance specialist […]

Nick Beal, director of David Williams IFA

Budget changes put spotlight on pension advice

  PENSION savers will have an even greater need of quality financial advice following the latest reforms signalled in George Osborne’s Budget, writes DWIFA director Nick Beal. The Chancellor confirmed plans to create a second-hand annuity market. This will allow those who have already cashed in a pension the option to swap their regular annuity […]

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New Chartered advisers for David Williams IFA

TWO advisers at David Williams IFA are celebrating reaching the pinnacle of their profession. Alison Davies and Stephen Womack have both earned the Chartered Financial Planner title, achieving the highest possible level of qualification. This means that seven advisers at David Williams IFA (DWIFA) are now a member of the elite Chartered club. Becoming a […]

Stephen Womack APFS

National honours for DWIFA adviser

      DAVID WILLIAMS IFA has won national recognition for its work with the media to help improve consumers’ understanding of financial issues. DWIFA adviser Stephen Womack scored a double success at this month’s Unbiased Media Awards. These awards celebrate independent financial advisers who work with journalists to bring money topics to life for the […]

Alison Davies AFPS

More exam success for DWIFA advisers

              STAFF AT David Williams IFA are celebrating a string of exam passes. Two of our independent advisers have now gained the Advanced Diploma in Financial Planning. This is the highest-level advice qualification which means the holder is now in line for coveted Chartered status. Two other advisers gained […]

Carly Buck

Mortgage success drives new growth

DAVID WILLIAMS IFA has expanded its mortgage team for the second time in 2014, as clients’ appetite for new borrowing continues to grow. Northamptonshire’s leading firm of Chartered Financial Planners is seeing fresh demand for residential, commercial and buy-to-let loans, reflecting the sustained activity across all property markets. Experienced mortgage professional Carly Buck joined the […]

Stephen Womack APFS

The recipe for all-weather investing

ANY successful chef knows that creating a memorable meal requires both a carefully crafted recipe and the finest possible ingredients, writes David Williams IFA consultant Stephen Womack. The same principle holds true in investing. Simply throwing together a collection of ‘fine ingredients’ – such as quality investment funds or fast-growing shares – is no guarantee […]

Nick Beal, director of David Williams IFA

Golfers on song for charity day

A NORTHAMPTONSHIRE charity working with children will receive almost £4,000 thanks to the generous support provided through David Williams Independent Financial Advisers. The company’s annual golf day on September 10 raised money for Thomas’s Fund, which provides life-enhancing musical therapy for ill and disabled children across the county. The event, held at the Northampton County […]