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 20 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 25 years’ experience in financial services. Alison is a Chartered Financial Planner and is dedicated to providing her clients with a first class service in all areas of financial planning. Alison also enjoys the challenge of advising on the financial matters associated with divorce, helping clients navigate the often complex matter of dividing assets including the sharing of pensions.
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Matthew Cox
APFS – Chartered Financial Planner
With over 13 years of experience in the financial advisory industry, Matthew is a highly qualified professional. He obtained Chartered status in 2015 and holds a degree in business and finance. Matthew advises on all aspects of financial planning, providing personalised solutions to clients and empowering them to make informed decisions to achieve their goals.
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Jonathan Moore
APFS – Chartered Financial Planner
Jonathan joined David Williams IFA in September 2014. He is a Chartered Financial Planner and holds a Mathematics, Accounting & Finance degree. He spent his formative years in the business working alongside and supporting Nick Beal before qualifying as an adviser. Jonathan advises clients around all aspects of their financial planning needs.
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Will Palmer
APFS – Chartered Financial Planner
Will is an accomplished adviser who joined David Williams IFA in 2022. He advises clients on all aspects of financial planning, including cashflow modelling, investments, retirement and tax 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.
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Alex Awenat
APFS - Chartered 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.
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Ben Barwell
APFS - Chartered Financial Planner
Ben joined David Williams IFA in 2018 after graduating with a degree in Economics. He initially developed his skills and knowledge working alongside Alison Davies before providing more specialist technical support to our wider advisor pool. Having attained Chartered status, Ben enjoys working with clients to help them meet their goals.
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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. He also holds advanced mortgage and equity release qualifications.
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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 ten years, and is experienced in advising clients in all areas of financial planning, incorporating retirement, inheritance and wider tax planning to develop a bespoke solution for each individual. She particularly enjoys supporting clients in their transition from working life into retirement.
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Robert Jaggard
DipPFS - Financial Planner
Robert joined David Williams IFA in April 2007 from a senior leadership role in a national wealth management firm. He has been working in financial services for over 35 years, using this vast experience to provide holistic advice to his clients to ensure they achieve their personal financial goals.
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Rory Burrough
DipPFS - Financial Planner
Rory joined David Williams IFA in 2020. He has more than a decade’s experience working with professional partners and advising clients on investments, inheritance, pensions and trusts.
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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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Drew Hudson
DipPFS - Financial Planner
Drew joined David Williams in 2018. After spending his first years in the business working closely with and supporting Nick Beal and Will Palmer, Drew subsequently qualified as an adviser. He enjoys the problem-solving aspect of his role and gets great satisfaction from helping clients.
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Joe Jessup
DipPFS - Financial Planner
Joe joined David Williams IFA in 2020, having gained previous experience in banking and mortgage roles. He has worked alongside various advisers, most recently supporting Louisa Stretton. Joe thrives on helping clients make the best decisions, both now and for their futures.
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Beau Holland
DipPFS - Financial Planner
Beau joined David Williams IFA in 2023 following a successful career in music and business, where he gained extensive experience of working with high-net worth individuals. Beau has developed his skills, working with Rachel Coowar before moving into an advisory role, and now uses his knowledge and technical understanding to provide a high level of service.
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