Financial Planners Chartered

Exam success for David Williams IFA advisers

Stephen Womack (right) receives his exam prize from Leicester CII Treasurer Mal Fairhurst

ONE of David Williams IFA’s financial planners has scored top marks in a key exam.

Stephen Womack was the top performer in Leicestershire in the Chartered Insurance Institute’s Regulated Diploma, the essential qualification to become a financial adviser.

His combined score from the six different exams which make up the Diploma was the best of the 47 candidates who qualified in Leicestershire in 2013. Although working in Northampton, Stephen is attached to the Leicestershire Insurance Institute because he lives in the county.

Stephen worked as a financial journalist for the Mail on Sunday for almost 15 years before switching to advising clients and joining David Williams IFA last year.

Stephen is not the only adviser at the firm celebrating. He and his colleague Alison Davies have also taken an important step towards becoming Chartered Financial Planners. Both passed advanced examinations on taxation and trusts in December, moving them nearer to the elite Chartered status.

David Sparrow, managing director of David Williams IFA, says: ‘We are delighted to see Alison and Stephen succeeding in their studies. Our clients can only benefit from working with financial planners who are qualified to advise at the highest level.

‘We are committed to continuing the professional development of all employees across the business.’

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