Financial Planners Chartered

More exam success for DWIFA advisers

Alison Davies AFPS

Alison Davies APFS

Stephen Womack APFS

Stephen Womack APFS








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 valuable passes en route to their own Advanced Diploma qualification.

Results came through in December from the Autumn sessions of the Chartered Insurance Institute (CII) examinations. These national exams are the benchmark for financial advisers.

David Williams IFA advisers Alison Davies, Mark Sparrow and Stephen Womack all completed the AF5 Financial Planning paper, which is compulsory for candidates who want the Advanced Diploma qualification. Stephen was awarded a distinction, the highest grade possible.

Alison also passed the AF4 investments paper, along with fellow adviser Matthew Cox. This exam tests specialist investment knowledge, an important area for any adviser.

This latest set of exam passes mean that Alison and Stephen have both now completed the Advanced Diploma and can apply to join the ranks of individual Chartered advisers, the elite of the advice industry. David Williams IFA already has five Chartered advisers.

As a firm of Chartered Financial Planners, David Williams IFA is deeply committed to the ongoing training and development of all staff. Nine of the company’s advisers and support staff are currently studying towards professional exams later in 2015.

David Sparrow, managing director of David Williams IFA, says: “Passing these professional exams takes a significant amount of skill and effort. We’re delighted to be able to congratulate all our colleagues in their achievements.

“Recruiting and developing talented employees ensures that we can continue to deliver the highest quality financial planning and advice to all clients.”

Latest News

Start your enquiry here

Start your enquiry here by filling in the fields below and completing your message via our contact page. Please ensure all fields are correctly filled out.