Financial Planners Chartered

Jane Blight, HR professional, Warwickshire

“I get a real sense that my adviser, David Sparrow, sees me as an individual and that I get solutions that really work for me. I am being offered a personal plan, not an off-the-shelf solution. I have absolute trust that David has the interests of his clients at the centre of everything he does.

“The value in working with David Williams IFA over the long term has been in helping me to form clear financial plans, guiding my decisions. I have been able to see how to manage more flexibility in my working pattern over the next few years without adversely impacting on my retirement.

“I’ve also been able to plan for my family and for supporting my three children through to the end of university.
“I have been so delighted with the service that I have recommended David Williams IFA to both members of my family and to friends. They have been extremely impressed too.”