David Williams IFA Chartered Financial Planners
Financial Services
Northampton, Ards and North Down, United Kingdom
48 employees
- Employees
- 48
- Contacts
- 3
- Emails
- 3
David Williams IFA Chartered Financial Planners Overview
- Headquarters
- Northampton, Ards and North Down, United Kingdom
- Phone Number
- Available in AeroLeads
- Website
- dwifa.co.uk
- Industry
- Financial Services
- Employees
- 48
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About David Williams IFA Chartered Financial Planners
David Williams IFA is an independent firm of Chartered Financial Planners who look beyond the obvious to deliver first class results and service for our clients. We offer a holistic approach to financial and tax planning. We help clients with their investment, pension and protection needs through their working life and concentrate on maximising their income in retirement. We make extensive use of trusts in tax and inheritance planning and are open-minded in our approach to investment, using a wide range of funds and other structures to moderate risk while delivering solid returns. As a firm of Chartered Financial Planners, we voluntarily subscribe to the enhanced ethical and professional standards set out by the Chartered Insurance Institute. This represents the 'gold standard' for financial advice in the UK. We serve a wide range of clients including charities and companies. Corporate services include group protection and benefits arrangements and arranging company pensions. David Williams IFA operates a specialist mortgage business, arranging competitive loans for both residential and investment properties. David Williams IFA is based in Northampton primarily serving clients around the East Midlands and in London.
David Williams IFA Chartered Financial Planners Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
David Williams IFA Chartered Financial Planners Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Lisa Russell | Mortgage Administrator | Northampton, England, United Kingdom |
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|
| Nick Joyner | Chartered Financial Planner at David Williams Ifa | Greater Northampton Area, United Kingdom |
Email
|
| David Sparrow | Non Executive Director at David Williams Ifa Chartered Financial Planners | Northampton, England, United Kingdom |
Email
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| Chris Howard Dippfs | Financial Advisor at David Williams Ifa | Greater Northampton Area, United Kingdom |
Email
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Employees by Management Level
Individual contributor
12 profiles
Associate / junior
7 profiles
Director
2 profiles
Intern / trainee
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 5 | 5 | 0 |
| IT | 2 | 2 | 0 |
David Williams IFA Chartered Financial Planners Tech Stack
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