David Williams IFA Chartered Financial Planners

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 Insurance
Monetary Authorities-Central Bank

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 Contact
Lisa Russell Mortgage Administrator
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Nick Joyner Chartered Financial Planner at David Williams Ifa
Email
David Sparrow Non Executive Director at David Williams Ifa Chartered Financial Planners
Email
Chris Howard Dippfs Financial Advisor at David Williams Ifa
Email

Employees by Management Level

Individual contributor 12 profiles
Associate / junior 7 profiles
Director 2 profiles
Intern / trainee 1 profile

Department Contact Coverage

Department Contacts Email Phone
Finance 5 5 0
IT 2 2 0

David Williams IFA Chartered Financial Planners Tech Stack

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