Our Financial Advisers

Ian Bushby

FPFS – Chartered Financial Planner

Ian joined David Williams IFA in December 2012, and has now been in financial services for 35 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 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.

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.

Daniel Slack

APFS – Chartered Financial Planner

Daniel joined David Williams IFA in 2006 and has over 16 years’ experience of financial services. He is a Chartered Financial Planner and Associate Director. Daniel uses his technical knowledge and experience to provide a high level of service to his clients.

Mark Sparrow

APFS – Chartered Financial Planner

Mark is a Chartered Financial Planner and Associate Director at David Williams IFA with over a decade of experience in the industry. Mark has a great deal of experience helping business owners grow their wealth, plan tax efficiently and successfully exit their businesses. Mark is also very involved in the day to day running of the firm, sits on our investment committee and heads up our Structured Product team.

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 and Associate Director. 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 is an Associate Director and advises clients on all aspects of financial planning. John has particular experience in working hand-in-hand with accountancy businesses to jointly advise clients.

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.

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.

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.

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.

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.

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.

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.

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.

Carly Buck

DipFA - Financial Planner

Carly joined David Williams IFA in 2022 from our sister company DWIFA MIS, where she was previously a mortgage and equity release adviser.  With over 20 years experience in an advisory role, Carly is qualified as a financial planner where she enjoys using her knowledge and engaging client manner to advise on a wide range of pension, investment and financial planning needs.